WFAG
SCHZ icon

Worth Financial Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Worth Financial Advisory 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
Q4 		– Sell
-35,678
Closed -$848K – 170
2024
Q3 		$848K Buy
35,678
+3,320
+10% +$77.7K 0.5% 50
2024
Q2 		$737K Buy
32,358
+11,118
+52% +$252K 0.48% 50
2024
Q1 		$489K Buy
+21,240
New +$488K 0.34% 77

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Worth Financial Advisory Group's SCHZ Position: Q4 2024 in Review

Worth Financial Advisory Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 35,678 shares — an estimated $848K sold.

Worth Financial Advisory Group first reported a position in SCHZ in Q1 2024 and held it in 3 quarters. The position peaked at $848K in Q3 2024. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Worth Financial Advisory Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 35,678 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $848K.
  • Worth Financial Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Worth Financial Advisory Group's Schwab US Aggregate Bond ETF position peaked at $848K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Worth Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.