Lake Street Advisors Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lake Street Advisors Group’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	$202K	Buy	8,891 +117	+1%	+$2.7K	0.01%	564
2024 Q3	$208K	Buy	+8,774	New	+$205K	0.01%	553
2021 Q3	–	Sell	-7,690	Closed	-$210K	–	387
2021 Q2	$210K	Buy	7,690 +70	+0.9%	+$1.9K	0.02%	303
2021 Q1	$206K	Buy	7,620 +28	+0.4%	+$769	0.02%	305
2020 Q4	$213K	Buy	7,592 +234	+3%	+$6.54K	0.02%	287
2020 Q3	$206K	Buy	7,358 +218	+3%	+$6.15K	0.02%	265
2020 Q2	$201K	Buy	+7,140	New	+$199K	0.02%	258
2020 Q1	–	Sell	-8,528	Closed	-$228K	–	281
2019 Q4	$228K	Buy	8,528 +74	+0.9%	+$1.98K	0.02%	226
2019 Q3	$228K	Sell	8,454 -90	-1%	-$2.41K	0.02%	196
2019 Q2	$226K	Buy	8,544 +64	+0.8%	+$1.67K	0.02%	189
2019 Q1	$220K	Buy	+8,480	New	+$216K	0.02%	199

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Lake Street Advisors Group's SCHZ Position: Q4 2024 in Review

Lake Street Advisors Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.3% in Q4 2024, buying an estimated $2.7K and bringing the position to 8,891 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #564.

Lake Street Advisors Group first reported a position in SCHZ in Q1 2019 and has held it in 11 quarters since. The position peaked at $228K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

Lake Street Advisors Group held 8,891 shares of Schwab US Aggregate Bond ETF worth $202K as of Q4 2024.
Lake Street Advisors Group bought 117 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $2.7K.
Schwab US Aggregate Bond ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #564 holding.
Lake Street Advisors Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 11 quarters since.
Lake Street Advisors Group's Schwab US Aggregate Bond ETF position peaked at $228K in Q4 2019.
637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.