All Season Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

All Season Financial 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	$1.89M	Buy	79,458 +15,934	+25%	+$373K	1.61%	19
2024 Q2	$1.45M	Sell	63,524 -113,984	-64%	-$2.58M	1.31%	22
2024 Q1	$4.08M	Sell	177,508 -32,538	-15%	-$748K	3.38%	7
2023 Q4	$4.9M	Sell	210,046 -17,930	-8%	-$401K	4.16%	3
2023 Q3	$5.04M	Buy	+227,976	New	+$5.17M	5.1%	3
2023 Q2	–	Sell	-14,816	Closed	-$348K	–	124
2023 Q1	$348K	Buy	14,816 +358	+2%	+$8.33K	0.31%	85
2022 Q4	$330K	Buy	14,458 +40	+0.3%	+$911	0.29%	85
2022 Q3	$327K	Buy	14,418 +50	+0.3%	+$1.19K	0.35%	57
2022 Q2	$344K	Buy	14,368 +122	+0.9%	+$2.95K	0.29%	75
2022 Q1	$360K	Buy	14,246 +150	+1%	+$3.9K	0.26%	109
2021 Q4	$380K	Sell	14,096 -2	-0%	-$54	0.26%	90
2021 Q3	$382K	Buy	+14,098	New	+$387K	0.31%	79

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

All Season Financial Advisors's SCHZ Position: Q3 2024 in Review

All Season Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 25% in Q3 2024, buying an estimated $373K and bringing the position to 79,458 shares worth $1.89M. The position accounts for 1.61% of the portfolio, ranked #19.

All Season Financial Advisors first reported a position in SCHZ in Q3 2021 and has held it in 12 quarters since. The position peaked at $5.04M in Q3 2023. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

All Season Financial Advisors held 79,458 shares of Schwab US Aggregate Bond ETF worth $1.89M as of Q3 2024.
All Season Financial Advisors bought 15,934 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $373K.
Schwab US Aggregate Bond ETF made up 1.61% of All Season Financial Advisors's portfolio in Q3 2024, its #19 holding.
All Season Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and has held it in 12 quarters since.
All Season Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $5.04M in Q3 2023.
589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.