WWM
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WT Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WT Wealth Management’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
-19,286
Closed -$225K – 143
2024
Q3 		$225K Buy
+19,286
New +$452K 0.07% 117
2020
Q3 		– Sell
-48,076
Closed -$1.35M – 110
2020
Q2 		$1.35M Sell
48,076
-16,086
-25% -$448K 1.09% 22
2020
Q1 		$1.74M Sell
64,162
-15,422
-19% -$416K 1.83% 14
2019
Q4 		$2.13M Buy
79,584
+8
+0% +$214 1.62% 14
2019
Q3 		$2.14M Buy
+79,576
New +$2.13M 1.86% 12

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APP
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RIM
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CST
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Financial Engines Advisors
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Envestnet Asset Management
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OIA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return