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Householder Group Estate & Retirement Specialist’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
-2,334
Closed -$55K – 1088
2024
Q3 		$55K Buy
2,334
+40
+2% +$937 0.02% 468
2024
Q2 		$52K Hold
2,294
– – 0.01% 467
2024
Q1 		$52.8K Buy
2,294
+2
+0.1% +$46 0.02% 461
2023
Q4 		$53K Hold
2,292
– – 0.02% 451
2023
Q3 		$50.7K Buy
+2,292
New +$51.9K 0.02% 442
2023
Q1 		$54K Buy
+2,292
New +$53.3K 0.02% 429

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 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 $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 2,334 shares — an estimated $55K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHZ in Q1 2023 and held it in 6 quarters. The position peaked at $55K in Q3 2024. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,334 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $55K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab US Aggregate Bond ETF position peaked at $55K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.