WWP
SCHZ icon

WR Wealth Planners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WR Wealth Planners’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 		$1.2K Buy
53
+1
+2% +$23 ﹤0.01% 913
2024
Q3 		$1.25K Hold
52
– – ﹤0.01% 954
2024
Q2 		$1.19K Buy
+52
New +$1.18K ﹤0.01% 940

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $4.02B AUM 20% 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

WR Wealth Planners's SCHZ Position: Q4 2024 in Review

WR Wealth Planners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q4 2024, buying an estimated $23 and bringing the position to 53 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

WR Wealth Planners first reported a position in SCHZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.25K in Q3 2024. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • WR Wealth Planners held 53 shares of Schwab US Aggregate Bond ETF worth $1.2K as of Q4 2024.
  • WR Wealth Planners bought 1 Schwab US Aggregate Bond ETF share in Q4 2024, an estimated $23.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #913 holding.
  • WR Wealth Planners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Schwab US Aggregate Bond ETF position peaked at $1.25K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.