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

Pineridge 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
2025
Q1 		– Sell
-572
Closed -$13K – 644
2024
Q4 		$13K Hold
572
– – ﹤0.01% 273
2024
Q3 		$13.6K Hold
572
– – 0.01% 251
2024
Q2 		$13K Hold
572
– – ﹤0.01% 255
2024
Q1 		$13.2K Hold
572
– – ﹤0.01% 268
2023
Q4 		$13.3K Buy
+572
New +$12.8K ﹤0.01% 335

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $56.3B AUM 17.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pineridge Advisors's SCHZ Position: Q1 2025 in Review

Pineridge Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 572 shares — an estimated $13K sold.

Pineridge Advisors first reported a position in SCHZ in Q4 2023 and held it in 5 quarters. The position peaked at $13.6K in Q3 2024. 647 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Pineridge Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 572 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $13K.
  • Pineridge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's Schwab US Aggregate Bond ETF position peaked at $13.6K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.