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

Derbend 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
2024 Q1	$907K	Buy	+39,428	New	+$907K	0.45%	43

Other funds holding SCHZ

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

OIA

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

Derbend Asset Management's SCHZ Position: Q1 2024 in Review

Derbend Asset Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024: 39,428 shares worth $907K. The stake represents 0.45% of the portfolio and ranks #43 among its holdings.

570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

Derbend Asset Management held 39,428 shares of Schwab US Aggregate Bond ETF worth $907K as of Q1 2024.
Schwab US Aggregate Bond ETF was a new Derbend Asset Management position in Q1 2024.
Schwab US Aggregate Bond ETF made up 0.45% of Derbend Asset Management's portfolio in Q1 2024, its #43 holding.
570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Derbend Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.