Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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WWG
West Wealth Group’s
Schwab US Aggregate Bond ETF
SCHZ
Stock Holding History
West Wealth Group’s Portfolio
SCHZ Stock Details
SCHZ Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
2023
Q4
$7.84M
Sell
2023
Q3
$8.25M
Sell
2023
Q2
$9.82M
Sell
2023
Q1
$10.1M
Buy
2022
Q4
$7.23M
Sell
2022
Q3
$7.88M
Sell
2022
Q2
$8.75M
Sell
2022
Q1
$11.5M
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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