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

Cassady Schiller 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
2024
Q4 		$83.8K Buy
3,691
+3,673
+20,406% +$84.9K 0.03% 164
2024
Q3 		$429 Buy
+18
New +$421 ﹤0.01% 445

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

Cassady Schiller Wealth Management's SCHZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 20,406% in Q4 2024, buying an estimated $84.9K and bringing the position to 3,691 shares worth $83.8K. The position accounts for 0.03% of the portfolio, ranked #164.

Cassady Schiller Wealth Management first reported a position in SCHZ in Q3 2024 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Cassady Schiller Wealth Management held 3,691 shares of Schwab US Aggregate Bond ETF worth $83.8K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 3,673 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $84.9K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #164 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.