Mirae Asset Global Investments
SCHZ icon

Mirae Asset Global Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mirae Asset Global Investments’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
-17,780
Closed -$423K – 1659
2024
Q3 		$423K Buy
17,780
+960
+6% +$22.5K ﹤0.01% 989
2024
Q2 		$385K Buy
+16,820
New +$381K ﹤0.01% 958
2023
Q2 		– Sell
-20,720
Closed -$484K – 2685
2023
Q1 		$484K Buy
+20,720
New +$482K ﹤0.01% 1944
2022
Q4 		– Sell
-21,920
Closed -$498K – 2589
2022
Q3 		$498K Sell
21,920
-1,288
-6% -$30.7K ﹤0.01% 1868
2022
Q2 		$555K Sell
23,208
-56
-0.2% -$1.35K ﹤0.01% 1696
2022
Q1 		$588K Buy
+23,264
New +$604K ﹤0.01% 1431
2021
Q4 		– Sell
-9,992
Closed -$271K – 1735
2021
Q3 		$271K Sell
9,992
-474
-5% -$13K ﹤0.01% 1634
2021
Q2 		$286K Buy
10,466
+64
+0.6% +$1.74K ﹤0.01% 1590
2021
Q1 		$281K Sell
10,402
-2,716
-21% -$74.6K ﹤0.01% 1430
2020
Q4 		$368K Buy
13,118
+1,488
+13% +$41.6K ﹤0.01% 1396
2020
Q3 		$327K Sell
11,630
-4,720
-29% -$133K ﹤0.01% 1324
2020
Q2 		$460K Buy
+16,350
New +$455K ﹤0.01% 1175
2019
Q3 		– Sell
-37,000
Closed -$981K – 1456
2019
Q2 		$981K Hold
37,000
– – 0.01% 912
2019
Q1 		$960K Hold
37,000
– – 0.01% 854
2018
Q4 		$936K Buy
+37,000
New +$924K 0.01% 780

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $374B AUM 17.66% 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

Mirae Asset Global Investments's SCHZ Position: Q4 2024 in Review

Mirae Asset Global Investments sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 17,780 shares — an estimated $423K sold.

Mirae Asset Global Investments first reported a position in SCHZ in Q4 2018 and held it in 15 quarters. The position peaked at $981K in Q2 2019. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Mirae Asset Global Investments reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mirae Asset Global Investments sold 17,780 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $423K.
  • Mirae Asset Global Investments first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 15 quarters.
  • Mirae Asset Global Investments's Schwab US Aggregate Bond ETF position peaked at $981K in Q2 2019.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Mirae Asset Global Investments's 13F filing for Q4 2024, filed 27 Jan 2025.