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

West Paces 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
-92
Closed -$2.09K – 555
2022
Q3 		$2.09K Buy
+92
New +$2.19K ﹤0.01% 434
2017
Q1 		– Sell
-8,020
Closed -$207K – 542
2016
Q4 		$207K Buy
+8,020
New +$210K 0.19% 99

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

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

West Paces Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 92 shares — an estimated $2.09K sold.

West Paces Advisors first reported a position in SCHZ in Q4 2016 and held it in 2 quarters. The position peaked at $207K in Q4 2016. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • West Paces Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • West Paces Advisors sold 92 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $2.09K.
  • West Paces Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 2 quarters.
  • West Paces Advisors's Schwab US Aggregate Bond ETF position peaked at $207K in Q4 2016.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on West Paces Advisors's 13F filing for Q4 2022, filed 18 Dec 2023.