PEA
SCHZ icon

Pacific Edge Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pacific Edge Advisors’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
Q3 		$5.78M Buy
212,900
+7,000
+3% +$192K 2.81% 10
2021
Q2 		$5.62M Buy
205,900
+17,980
+10% +$488K 2.92% 11
2021
Q1 		$5.07M Buy
187,920
+37,760
+25% +$1.04M 2.44% 12
2020
Q4 		$4.21M Buy
150,160
+8,400
+6% +$235K 2.19% 13
2020
Q3 		$3.98M Buy
141,760
+6,840
+5% +$193K 2.29% 12
2020
Q2 		$3.79M Buy
134,920
+11,960
+10% +$333K 2.24% 12
2020
Q1 		$3.34M Sell
122,960
-24,840
-17% -$671K 2.38% 9
2019
Q4 		$3.95M Buy
147,800
+7,260
+5% +$195K 2.41% 12
2019
Q3 		$3.78M Buy
140,540
+3,540
+3% +$94.7K 2.47% 13
2019
Q2 		$3.63M Sell
137,000
-326,000
-70% -$8.48M 2.4% 13
2019
Q1 		$12M Buy
463,000
+48,140
+12% +$1.23M 7.28% 5
2018
Q4 		$10.5M Buy
414,860
+397,620
+2,306% +$9.93M 6.68% 5
2018
Q3 		$433K Buy
17,240
+100
+0.6% +$2.53K 0.24% 26
2018
Q2 		$434K Sell
17,140
-200
-1% -$5.05K 0.24% 26
2018
Q1 		$442K Buy
17,340
+300
+2% +$7.67K 0.27% 23
2017
Q4 		$443K Buy
+17,040
New +$445K 0.31% 19

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pacific Edge Advisors's SCHZ Position: Q3 2021 in Review

Pacific Edge Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.4% in Q3 2021, buying an estimated $192K and bringing the position to 212,900 shares worth $5.78M. The position accounts for 2.81% of the portfolio, ranked #10.

Pacific Edge Advisors first reported a position in SCHZ in Q4 2017 and has held it in 16 quarters since. The position peaked at $12M in Q1 2019. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Pacific Edge Advisors held 212,900 shares of Schwab US Aggregate Bond ETF worth $5.78M as of Q3 2021.
  • Pacific Edge Advisors bought 7,000 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $192K.
  • Schwab US Aggregate Bond ETF made up 2.81% of Pacific Edge Advisors's portfolio in Q3 2021, its #10 holding.
  • Pacific Edge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 16 quarters since.
  • Pacific Edge Advisors's Schwab US Aggregate Bond ETF position peaked at $12M in Q1 2019.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.