Barden Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Barden Capital 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
2024 Q4	–	Sell	-9,408	Closed	-$224K	–	65
2024 Q3	$224K	Hold	9,408	–	–	0.2%	59
2024 Q2	$214K	Hold	9,408	–	–	0.2%	60
2024 Q1	$216K	Sell	9,408 -1,500	-14%	-$34.5K	0.21%	63
2023 Q4	$241K	Hold	10,908	–	–	0.2%	68
2023 Q3	$241K	Sell	10,908 -1,904	-15%	-$43.1K	0.23%	64
2023 Q2	$296K	Sell	12,812 -640	-5%	-$14.9K	0.33%	64
2023 Q1	$316K	Sell	13,452 -420	-3%	-$9.77K	0.3%	66
2022 Q4	$317K	Sell	13,872 -104,142	-88%	-$2.37M	0.32%	61
2022 Q3	$2.67M	Sell	118,014 -2,106	-2%	-$50.1K	3.11%	8
2022 Q2	$2.88M	Buy	120,120 +15,168	+14%	+$367K	3.12%	7
2022 Q1	$2.65M	Buy	104,952 +17,132	+20%	+$445K	2.6%	8
2021 Q4	$2.37M	Buy	+87,820	New	+$2.37M	2.26%	10

Other funds holding SCHZ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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 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

OIA

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

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

Barden Capital Management's SCHZ Position: Q4 2024 in Review

Barden Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 9,408 shares — an estimated $224K sold.

Barden Capital Management first reported a position in SCHZ in Q4 2021 and held it in 12 quarters. The position peaked at $2.88M in Q2 2022. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

Barden Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Barden Capital Management sold 9,408 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $224K.
Barden Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 12 quarters.
Barden Capital Management's Schwab US Aggregate Bond ETF position peaked at $2.88M in Q2 2022.
634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Barden Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.