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

West Financial 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
2022 Q4	–	Sell	-3,690	Closed	-$84K	–	194
2022 Q3	$84K	Sell	3,690 -258	-7%	-$6.14K	0.03%	82
2022 Q2	$94K	Sell	3,948 -7,674	-66%	-$186K	0.03%	79
2022 Q1	$294K	Sell	11,622 -1,882	-14%	-$48.9K	0.08%	47
2021 Q4	$364K	Sell	13,504 -42	-0.3%	-$1.14K	0.1%	43
2021 Q3	$368K	Buy	13,546 +154	+1%	+$4.22K	0.11%	40
2021 Q2	$366K	Buy	13,392 +384	+3%	+$10.4K	0.11%	37
2021 Q1	$351K	Buy	13,008 +582	+5%	+$16K	0.12%	39
2020 Q4	$348K	Buy	+12,426	New	+$347K	0.12%	36

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

West Financial Advisors's SCHZ Position: Q4 2022 in Review

West Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 3,690 shares — an estimated $84K sold.

West Financial Advisors first reported a position in SCHZ in Q4 2020 and held it in 8 quarters. The position peaked at $368K in Q3 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

West Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
West Financial Advisors sold 3,690 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $84K.
West Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
West Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $368K in Q3 2021.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.