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JBJ Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

JBJ Investment 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
2021
Q4 		$59.9M Buy
2,221,300
+140,842
+7% +$3.81M 12.35% 4
2021
Q3 		$56.4M Buy
2,080,458
+48,820
+2% +$1.34M 11.72% 4
2021
Q2 		$55.5M Buy
2,031,638
+146,244
+8% +$3.97M 11.39% 4
2021
Q1 		$50.9M Buy
1,885,394
+113,396
+6% +$3.11M 11.12% 4
2020
Q4 		$49.6M Buy
1,771,998
+109,342
+7% +$3.06M 11.29% 4
2020
Q3 		$46.6M Buy
1,662,656
+607,236
+58% +$17.1M 12.19% 4
2020
Q2 		$29.7M Buy
1,055,420
+39,538
+4% +$1.1M 8.5% 3
2020
Q1 		$27.6M Sell
1,015,882
-46,784
-4% -$1.26M 9.89% 2
2019
Q4 		$28.4M Buy
1,062,666
+312,996
+42% +$8.39M 8.71% 5
2019
Q3 		$20.2M Buy
749,670
+64,170
+9% +$1.72M 6.79% 5
2019
Q2 		$18.2M Buy
685,500
+180,002
+36% +$4.68M 6.57% 5
2019
Q1 		$13.1M Buy
+505,498
New +$12.9M 4.99% 6

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JBJ Investment Partners's SCHZ Position: Q4 2021 in Review

JBJ Investment Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.8% in Q4 2021, buying an estimated $3.81M and bringing the position to 2,221,300 shares worth $59.9M. The position accounts for 12.35% of the portfolio, ranked #4.

JBJ Investment Partners first reported a position in SCHZ in Q1 2019 and has held it in 12 quarters since. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • JBJ Investment Partners held 2,221,300 shares of Schwab US Aggregate Bond ETF worth $59.9M as of Q4 2021.
  • JBJ Investment Partners bought 140,842 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $3.81M.
  • Schwab US Aggregate Bond ETF made up 12.35% of JBJ Investment Partners's portfolio in Q4 2021, its #4 holding.
  • JBJ Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.