Column Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Column Capital Advisors’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 Q3	$26.5K	Hold	1,200	–	–	﹤0.01%	407
2023 Q2	$27.7K	Hold	1,200	–	–	﹤0.01%	401
2023 Q1	$28.1K	Hold	1,200	–	–	﹤0.01%	400
2022 Q4	$27.4K	Hold	1,200	–	–	﹤0.01%	377
2022 Q3	$27K	Hold	1,200	–	–	0.01%	352
2022 Q2	$29K	Hold	1,200	–	–	0.01%	347
2022 Q1	$30K	Hold	1,200	–	–	0.01%	356
2021 Q4	$32K	Hold	1,200	–	–	0.01%	361
2021 Q3	$33K	Hold	1,200	–	–	0.01%	327
2021 Q2	$33K	Buy	1,200 +120	+11%	+$3.26K	0.01%	328
2021 Q1	$29K	Hold	1,080	–	–	0.01%	337
2020 Q4	$30K	Hold	1,080	–	–	0.01%	341
2020 Q3	$30K	Buy	1,080 +30	+3%	+$846	0.01%	317
2020 Q2	$29K	Sell	1,050 -60	-5%	-$1.67K	0.01%	326
2020 Q1	$30K	Buy	1,110 +220	+25%	+$5.94K	0.01%	269
2019 Q4	$23K	Buy	+890	New	+$23.9K	0.01%	347

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Column Capital Advisors's SCHZ Position: Q3 2023 in Review

Column Capital Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2023 at 1,200 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Column Capital Advisors first reported a position in SCHZ in Q4 2019 and has held it in 16 quarters since. The position peaked at $33K in Q3 2021. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

Column Capital Advisors held 1,200 shares of Schwab US Aggregate Bond ETF worth $26.5K as of Q3 2023.
Column Capital Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2023.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #407 holding.
Column Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $33K in Q3 2021.
537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.