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Alera Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alera Investment Advisors’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
Q3 		$30.7M Buy
1,290,936
+751,178
+139% +$17.6M 3.6% 7
2024
Q2 		$12.3M Buy
+539,758
New +$12.2M 1.48% 18

Other funds holding SCHZ

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Alera Investment Advisors's SCHZ Position: Q3 2024 in Review

Alera Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 139% in Q3 2024, buying an estimated $17.6M and bringing the position to 1,290,936 shares worth $30.7M. The position accounts for 3.6% of the portfolio, ranked #7.

Alera Investment Advisors first reported a position in SCHZ in Q2 2024 and has held it in 2 quarters since. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Alera Investment Advisors held 1,290,936 shares of Schwab US Aggregate Bond ETF worth $30.7M as of Q3 2024.
  • Alera Investment Advisors bought 751,178 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $17.6M.
  • Schwab US Aggregate Bond ETF made up 3.6% of Alera Investment Advisors's portfolio in Q3 2024, its #7 holding.
  • Alera Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.