JHCP
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Jackson Hole Capital Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Jackson Hole Capital Partners’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
-188
Closed -$4.47K – 281
2024
Q3 		$4.47K Hold
188
– – ﹤0.01% 257
2024
Q2 		$4.29K Hold
188
– – ﹤0.01% 262
2024
Q1 		$4.32K Hold
188
– – ﹤0.01% 261
2023
Q4 		$4.38K Hold
188
– – ﹤0.01% 261
2023
Q3 		$4.16K Hold
188
– – ﹤0.01% 248
2023
Q2 		$4.34K Hold
188
– – ﹤0.01% 263
2023
Q1 		$4.41K Hold
188
– – ﹤0.01% 284
2022
Q4 		$4.29K Hold
188
– – ﹤0.01% 254
2022
Q3 		$4K Hold
188
– – ﹤0.01% 257
2022
Q2 		$4K Hold
188
– – ﹤0.01% 234
2022
Q1 		$5K Hold
188
– – ﹤0.01% 242
2021
Q4 		$5K Hold
188
– – ﹤0.01% 229
2021
Q3 		$5K Sell
188
-190
-50% -$5.21K ﹤0.01% 238
2021
Q2 		$10K Sell
378
-232
-38% -$6.3K ﹤0.01% 223
2021
Q1 		$16K Buy
+610
New +$16.7K 0.01% 212

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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

Jackson Hole Capital Partners's SCHZ Position: Q4 2024 in Review

Jackson Hole Capital Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 188 shares — an estimated $4.47K sold.

Jackson Hole Capital Partners first reported a position in SCHZ in Q1 2021 and held it in 15 quarters. The position peaked at $16K in Q1 2021. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Jackson Hole Capital Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jackson Hole Capital Partners sold 188 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $4.47K.
  • Jackson Hole Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 15 quarters.
  • Jackson Hole Capital Partners's Schwab US Aggregate Bond ETF position peaked at $16K in Q1 2021.
  • 637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.