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Kirtland Hills Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kirtland Hills Capital 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
Q4 		– Sell
-1,521,548
Closed -$761K – 137
2024
Q3 		$761K Buy
+1,521,548
New +$35.6M 0.42% 68

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Ameriprise
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kirtland Hills Capital Management's SCHZ Position: Q4 2024 in Review

Kirtland Hills Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 1,521,548 shares — an estimated $761K sold.

Kirtland Hills Capital Management first reported a position in SCHZ in Q3 2024 and held it in 1 quarter. The position peaked at $761K in Q3 2024. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Kirtland Hills Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kirtland Hills Capital Management sold 1,521,548 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $761K.
  • Kirtland Hills Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Kirtland Hills Capital Management's Schwab US Aggregate Bond ETF position peaked at $761K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Kirtland Hills Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.