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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

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.23B AUM 15.23% 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 $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

WT Wealth Management's SCHZ Position: Q4 2024 in Review

WT Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 19,286 shares — an estimated $225K sold.

WT Wealth Management first reported a position in SCHZ in Q3 2019 and held it in 5 quarters. The position peaked at $2.14M in Q3 2019. 635 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • WT Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • WT Wealth Management sold 19,286 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $225K.
  • WT Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 5 quarters.
  • WT Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.14M in Q3 2019.
  • 635 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

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