West Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

West Wealth Group’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
2024 Q1	–	Sell	-336,198	Closed	-$7.84M	–	91
2023 Q4	$7.84M	Sell	336,198 -36,714	-10%	-$821K	3.09%	9
2023 Q3	$8.25M	Sell	372,912 -52,440	-12%	-$1.19M	3.6%	6
2023 Q2	$9.82M	Sell	425,352 -5,704	-1%	-$133K	4.15%	8
2023 Q1	$10.1M	Buy	431,056 +114,088	+36%	+$2.65M	4.68%	7
2022 Q4	$7.23M	Sell	316,968 -30,770	-9%	-$701K	3.6%	6
2022 Q3	$7.88M	Sell	347,738 -17,744	-5%	-$422K	3.99%	6
2022 Q2	$8.75M	Sell	365,482 -90,678	-20%	-$2.19M	4.05%	6
2022 Q1	$11.5M	Buy	+456,160	New	+$11.8M	4.58%	5

Other funds holding SCHZ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APP

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

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

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

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

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

OIA

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

West Wealth Group's SCHZ Position: Q1 2024 in Review

West Wealth Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 336,198 shares — an estimated $7.84M sold.

West Wealth Group first reported a position in SCHZ in Q1 2022 and held it in 8 quarters. The position peaked at $11.5M in Q1 2022. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

West Wealth Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
West Wealth Group sold 336,198 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $7.84M.
West Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 8 quarters.
West Wealth Group's Schwab US Aggregate Bond ETF position peaked at $11.5M in Q1 2022.
570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.