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WESPAC Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WESPAC Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,188
Closed -$324K – 126
2022
Q4 		$324K Buy
14,188
+328
+2% +$7.47K 0.56% 43
2022
Q3 		$314K Buy
+13,860
New +$330K 0.42% 63

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RA
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Financial Engines Advisors
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WESPAC Advisors's SCHZ Position: Q1 2023 in Review

WESPAC Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 14,188 shares — an estimated $324K sold.

WESPAC Advisors first reported a position in SCHZ in Q3 2022 and held it in 2 quarters. The position peaked at $324K in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • WESPAC Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WESPAC Advisors sold 14,188 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $324K.
  • WESPAC Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and held it in 2 quarters.
  • WESPAC Advisors's Schwab US Aggregate Bond ETF position peaked at $324K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.