Carmichael Hill & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Carmichael Hill & Associates’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 Q3	$116K	Buy	4,894 +1,230	+34%	+$28.8K	0.04%	248
2024 Q2	$83.5K	Hold	3,664	–	–	0.03%	267
2024 Q1	$84.3K	Hold	3,664	–	–	0.03%	271
2023 Q4	$85.4K	Buy	3,664 +1,024	+39%	+$22.9K	0.04%	268
2023 Q3	$58.4K	Hold	2,640	–	–	0.03%	306
2023 Q2	$60.9K	Hold	2,640	–	–	0.03%	310
2023 Q1	$61.9K	Hold	2,640	–	–	0.03%	286
2022 Q4	$60.3K	Hold	2,640	–	–	0.03%	305
2022 Q3	$60K	Hold	2,640	–	–	0.03%	303
2022 Q2	$63K	Hold	2,640	–	–	0.03%	297
2022 Q1	$67K	Hold	2,640	–	–	0.03%	299
2021 Q4	$71K	Buy	2,640 +1,658	+169%	+$44.8K	0.03%	298
2021 Q3	$27K	Buy	982 +182	+23%	+$4.99K	0.01%	482
2021 Q2	$22K	Hold	800	–	–	0.01%	503
2021 Q1	$22K	Hold	800	–	–	0.01%	491
2020 Q4	$22K	Buy	800 +344	+75%	+$9.62K	0.01%	459
2020 Q3	$13K	Hold	456	–	–	0.01%	495
2020 Q2	$13K	Sell	456 -84	-16%	-$2.34K	0.01%	471
2020 Q1	$15K	Buy	540 +2	+0.4%	+$54	0.01%	409
2019 Q4	$14K	Buy	+538	New	+$14.4K	0.01%	445

Other funds holding SCHZ

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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

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

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

OIA

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

Carmichael Hill & Associates's SCHZ Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 34% in Q3 2024, buying an estimated $28.8K and bringing the position to 4,894 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #248.

Carmichael Hill & Associates first reported a position in SCHZ in Q4 2019 and has held it in 20 quarters since. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

Carmichael Hill & Associates held 4,894 shares of Schwab US Aggregate Bond ETF worth $116K as of Q3 2024.
Carmichael Hill & Associates bought 1,230 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $28.8K.
Schwab US Aggregate Bond ETF made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #248 holding.
Carmichael Hill & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 20 quarters since.
589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.