Baldrige Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Baldrige Asset 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
2023 Q1	$1.24M	Buy	53,032 +1,256	+2%	+$29.2K	0.51%	48
2022 Q4	$1.18M	Sell	51,776 -1,108	-2%	-$25.2K	0.53%	46
2022 Q3	$1.2M	Buy	52,884 +1,526	+3%	+$36.3K	0.57%	43
2022 Q2	$1.23M	Sell	51,358 -23,022	-31%	-$557K	0.56%	47
2022 Q1	$1.88M	Buy	74,380 +1,238	+2%	+$32.2K	0.77%	31
2021 Q4	$1.97M	Buy	73,142 +2,242	+3%	+$60.6K	0.77%	32
2021 Q3	$1.92M	Buy	70,900 +3,384	+5%	+$92.8K	0.8%	32
2021 Q2	$1.84M	Buy	67,516 +9,522	+16%	+$258K	0.8%	32
2021 Q1	$1.56M	Buy	57,994 +2,608	+5%	+$71.6K	0.86%	36
2020 Q4	$1.55M	Buy	55,386 +810	+1%	+$22.7K	0.92%	33
2020 Q3	$1.53M	Buy	54,576 +262	+0.5%	+$7.39K	1.03%	28
2020 Q2	$1.53M	Buy	54,314 +448	+0.8%	+$12.5K	1.15%	26
2020 Q1	$1.46M	Buy	53,866 +902	+2%	+$24.4K	1.28%	22
2019 Q4	$1.42M	Buy	52,964 +1,766	+3%	+$47.3K	1.17%	28
2019 Q3	$1.38M	Buy	51,198 +2,650	+5%	+$70.9K	1.22%	26
2019 Q2	$1.29M	Buy	48,548 +6,900	+17%	+$179K	1.19%	27
2019 Q1	$1.08M	Buy	+41,648	New	+$1.06M	1.05%	30

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

Baldrige Asset Management's SCHZ Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.4% in Q1 2023, buying an estimated $29.2K and bringing the position to 53,032 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #48.

Baldrige Asset Management first reported a position in SCHZ in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.97M in Q4 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

Baldrige Asset Management held 53,032 shares of Schwab US Aggregate Bond ETF worth $1.24M as of Q1 2023.
Baldrige Asset Management bought 1,256 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $29.2K.
Schwab US Aggregate Bond ETF made up 0.51% of Baldrige Asset Management's portfolio in Q1 2023, its #48 holding.
Baldrige Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Schwab US Aggregate Bond ETF position peaked at $1.97M in Q4 2021.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.