AC
SCHZ icon

Alley Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alley Company’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
2021
Q4 		$435K Buy
16,128
+124
+0.8% +$3.35K 0.07% 74
2021
Q3 		$434K Buy
16,004
+230
+1% +$6.31K 0.08% 73
2021
Q2 		$431K Buy
15,774
+566
+4% +$15.4K 0.08% 74
2021
Q1 		$410K Buy
15,208
+1,756
+13% +$48.2K 0.08% 74
2020
Q4 		$377K Buy
13,452
+1,038
+8% +$29K 0.08% 74
2020
Q3 		$348K Buy
12,414
+800
+7% +$22.6K 0.03% 73
2020
Q2 		$327K Sell
11,614
-1,292
-10% -$35.9K 0.03% 72
2020
Q1 		$350K Sell
12,906
-1,624
-11% -$43.9K 0.04% 70
2019
Q4 		$388K Buy
14,530
+400
+3% +$10.7K 0.1% 72
2019
Q3 		$380K Sell
14,130
-1,150
-8% -$30.8K 0.1% 72
2019
Q2 		$405K Buy
15,280
+1,036
+7% +$26.9K 0.11% 71
2019
Q1 		$369K Buy
14,244
+2,228
+19% +$56.8K 0.11% 72
2018
Q4 		$304K Sell
12,016
-1,086
-8% -$27.1K 0.1% 75
2018
Q3 		$329K Buy
13,102
+1,234
+10% +$31.2K 0.1% 75
2018
Q2 		$300K Buy
11,868
+1,324
+13% +$33.5K 0.1% 74
2018
Q1 		$269K Buy
10,544
+856
+9% +$21.9K 0.09% 76
2017
Q4 		$252K Buy
9,688
+394
+4% +$10.3K 0.09% 75
2017
Q3 		$243K Buy
9,294
+302
+3% +$7.92K 0.09% 77
2017
Q2 		$235K Buy
8,992
+1,124
+14% +$29.3K 0.09% 76
2017
Q1 		$204K Buy
+7,868
New +$203K 0.08% 76

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Alley Company's SCHZ Position: Q4 2021 in Review

Alley Company increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.77% in Q4 2021, buying an estimated $3.35K and bringing the position to 16,128 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #74.

Alley Company first reported a position in SCHZ in Q1 2017 and has held it in 20 quarters since. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Alley Company held 16,128 shares of Schwab US Aggregate Bond ETF worth $435K as of Q4 2021.
  • Alley Company bought 124 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $3.35K.
  • Schwab US Aggregate Bond ETF made up 0.07% of Alley Company's portfolio in Q4 2021, its #74 holding.
  • Alley Company first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 20 quarters since.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.