AWM
SCHZ icon

Altavista Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Altavista Wealth Management’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 		$294K Hold
10,900
– – 0.06% 159
2021
Q3 		$296K Hold
10,900
– – 0.07% 155
2021
Q2 		$298K Buy
+10,900
New +$296K 0.07% 156

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 $4.02B AUM 20% 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 $1.09B AUM 11.58% 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

Altavista Wealth Management's SCHZ Position: Q4 2021 in Review

Altavista Wealth Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q4 2021 at 10,900 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #159.

Altavista Wealth Management first reported a position in SCHZ in Q2 2021 and has held it in 3 quarters since. The position peaked at $298K in Q2 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Altavista Wealth Management held 10,900 shares of Schwab US Aggregate Bond ETF worth $294K as of Q4 2021.
  • Altavista Wealth Management left its Schwab US Aggregate Bond ETF share count unchanged in Q4 2021.
  • Schwab US Aggregate Bond ETF made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #159 holding.
  • Altavista Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • Altavista Wealth Management's Schwab US Aggregate Bond ETF position peaked at $298K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.