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Anderson Hoagland & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Anderson Hoagland & Co’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
Q4 		– Sell
-19,876
Closed -$466K – 142
2024
Q3 		$466K Sell
19,876
-5,936
-23% -$139K 0.05% 119
2024
Q2 		$591K Sell
25,812
-528
-2% -$12K 0.06% 114
2024
Q1 		$592K Buy
26,340
+34
+0.1% +$782 0.07% 112
2023
Q4 		$608K Sell
26,306
-16,726
-39% -$374K 0.07% 104
2023
Q3 		$952K Buy
43,032
+11,104
+35% +$252K 0.13% 97
2023
Q2 		$737K Sell
31,928
-294
-0.9% -$6.84K 0.09% 97
2023
Q1 		$756K Buy
32,222
+2,052
+7% +$47.7K 0.11% 102
2022
Q4 		$714K Buy
30,170
+4,298
+17% +$97.8K 0.1% 102
2022
Q3 		$586K Sell
25,872
-1,430
-5% -$34K 0.09% 100
2022
Q2 		$653K Sell
27,302
-5,222
-16% -$126K 0.1% 97
2022
Q1 		$822K Hold
32,524
– – 0.11% 91
2021
Q4 		$861K Sell
32,524
-7,582
-19% -$205K 0.11% 91
2021
Q3 		$1.09M Buy
40,106
+3,242
+9% +$88.9K 0.14% 91
2021
Q2 		$1.01M Sell
36,864
-12,290
-25% -$334K 0.13% 95
2021
Q1 		$1.33M Buy
49,154
+24,094
+96% +$661K 0.19% 91
2020
Q4 		$702K Buy
+25,060
New +$701K 0.11% 90

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Anderson Hoagland & Co's SCHZ Position: Q4 2024 in Review

Anderson Hoagland & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 19,876 shares — an estimated $466K sold.

Anderson Hoagland & Co first reported a position in SCHZ in Q4 2020 and held it in 16 quarters. The position peaked at $1.33M in Q1 2021. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Anderson Hoagland & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Anderson Hoagland & Co sold 19,876 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $466K.
  • Anderson Hoagland & Co first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Anderson Hoagland & Co's Schwab US Aggregate Bond ETF position peaked at $1.33M in Q1 2021.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Anderson Hoagland & Co's 13F filing for Q4 2024, filed 21 Jan 2025.