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XML Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

XML Financial’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
2023
Q3 		– Sell
-12,328
Closed -$285K – 336
2023
Q2 		$285K Sell
12,328
-752
-6% -$17.5K 0.03% 278
2023
Q1 		$307K Sell
13,080
-104
-0.8% -$2.42K 0.04% 263
2022
Q4 		$301K Buy
+13,184
New +$300K 0.04% 262
2021
Q4 		– Sell
-7,890
Closed -$214K – 327
2021
Q3 		$214K Buy
+7,890
New +$216K 0.03% 285
2021
Q1 		– Sell
-8,442
Closed -$237K – 226
2020
Q4 		$237K Hold
8,442
– – 0.06% 180
2020
Q3 		$237K Sell
8,442
-950
-10% -$26.8K 0.07% 165
2020
Q2 		$264K Sell
9,392
-1,002
-10% -$27.9K 0.09% 157
2020
Q1 		$282K Buy
+10,394
New +$281K 0.12% 129

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return