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ACR Alpine Capital Research’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

ACR Alpine Capital Research’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
Q2 		– Sell
-47,528
Closed -$1.09M – 37
2024
Q1 		$1.09M Buy
47,528
+7,064
+17% +$162K 0.03% 31
2023
Q4 		$943K Sell
40,464
-204
-0.5% -$4.56K 0.03% 31
2023
Q3 		$899K Buy
40,668
+4,402
+12% +$99.8K 0.04% 30
2023
Q2 		$837K Sell
36,266
-4,158
-10% -$96.7K 0.03% 30
2023
Q1 		$948K Sell
40,424
-3,450
-8% -$80.3K 0.04% 28
2022
Q4 		$1M Buy
43,874
+110
+0.3% +$2.5K 0.05% 31
2022
Q3 		$991K Sell
43,764
-1,980
-4% -$47.1K 0.05% 31
2022
Q2 		$1.09M Sell
45,744
-2,526
-5% -$61.1K 0.05% 31
2022
Q1 		$1.22M Sell
48,270
-1,844
-4% -$47.9K 0.06% 28
2021
Q4 		$1.35M Sell
50,114
-334
-0.7% -$9.03K 0.07% 27
2021
Q3 		$1.37M Buy
50,448
+1,018
+2% +$27.9K 0.08% 26
2021
Q2 		$1.35M Sell
49,430
-770
-2% -$20.9K 0.07% 26
2021
Q1 		$1.35M Sell
50,200
-14,106
-22% -$387K 0.07% 27
2020
Q4 		$1.8M Buy
64,306
+1,874
+3% +$52.4K 0.1% 25
2020
Q3 		$1.75M Buy
62,432
+6,202
+11% +$175K 0.12% 24
2020
Q2 		$1.58M Buy
56,230
+7,840
+16% +$218K 0.11% 25
2020
Q1 		$1.31M Buy
48,390
+616
+1% +$16.6K 0.09% 29
2019
Q4 		$1.28M Buy
47,774
+1,348
+3% +$36.1K 0.07% 24
2019
Q3 		$1.25M Buy
46,426
+10,864
+31% +$291K 0.06% 23
2019
Q2 		$942K Buy
35,562
+382
+1% +$9.94K 0.05% 23
2019
Q1 		$913K Buy
35,180
+4,276
+14% +$109K 0.05% 24
2018
Q4 		$782K Sell
30,904
-2,592
-8% -$64.7K 0.04% 25
2018
Q3 		$842K Buy
33,496
+3,906
+13% +$98.7K 0.04% 23
2018
Q2 		$749K Buy
29,590
+9,186
+45% +$232K 0.04% 24
2018
Q1 		$521K Buy
20,404
+4,156
+26% +$106K 0.03% 26
2017
Q4 		$423K Sell
16,248
-1,514
-9% -$39.5K 0.02% 27
2017
Q3 		$465K Buy
17,762
+3,850
+28% +$101K 0.03% 27
2017
Q2 		$363K Sell
13,912
-22,130
-61% -$577K 0.03% 23
2017
Q1 		$933K Sell
36,042
-696
-2% -$18K 0.08% 19
2016
Q4 		$946K Buy
36,738
+21,820
+146% +$571K 0.08% 21
2016
Q3 		$400K Buy
14,918
+2,622
+21% +$70.4K 0.03% 25
2016
Q2 		$330K Sell
12,296
-4,938
-29% -$131K 0.03% 26
2016
Q1 		$455K Buy
17,234
+1,530
+10% +$39.9K 0.04% 22
2015
Q4 		$404K Sell
15,704
-10,370
-40% -$269K 0.04% 20
2015
Q3 		$680K Hold
26,074
– – 0.07% 17
2015
Q2 		$674K Buy
26,074
+2,850
+12% +$74.5K 0.08% 14
2015
Q1 		$614K Buy
+23,224
New +$612K 0.07% 15

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ACR Alpine Capital Research's SCHZ Position: Q2 2024 in Review

ACR Alpine Capital Research sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 47,528 shares — an estimated $1.09M sold.

ACR Alpine Capital Research first reported a position in SCHZ in Q1 2015 and held it in 37 quarters. The position peaked at $1.8M in Q4 2020. 592 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • ACR Alpine Capital Research reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ACR Alpine Capital Research sold 47,528 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $1.09M.
  • ACR Alpine Capital Research first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and held it in 37 quarters.
  • ACR Alpine Capital Research's Schwab US Aggregate Bond ETF position peaked at $1.8M in Q4 2020.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on ACR Alpine Capital Research's 13F filing for Q2 2024, filed 1 Aug 2024.