Prudential Financial
SCHZ icon

Prudential Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Prudential Financial’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
-35,886
Closed -$853K – 2633
2024
Q3 		$853K Sell
35,886
-7,306
-17% -$171K ﹤0.01% 1970
2024
Q2 		$984K Sell
43,192
-118,952
-73% -$2.7M ﹤0.01% 1842
2024
Q1 		$3.73M Buy
162,144
+100,942
+165% +$2.32M 0.01% 1097
2023
Q4 		$1.43M Buy
61,202
+46,328
+311% +$1.04M ﹤0.01% 1632
2023
Q3 		$329K Buy
14,874
+1,632
+12% +$37K ﹤0.01% 2228
2023
Q2 		$306K Buy
13,242
+1,632
+14% +$38K ﹤0.01% 2293
2023
Q1 		$280K Buy
11,610
+2
+0% +$47 ﹤0.01% 2294
2022
Q4 		$265K Buy
11,608
+242
+2% +$5.51K ﹤0.01% 2310
2022
Q3 		$258K Buy
11,366
+936
+9% +$22.3K ﹤0.01% 2371
2022
Q2 		$249K Sell
10,430
-1,960
-16% -$47.4K ﹤0.01% 2402
2022
Q1 		$313K Buy
12,390
+1,292
+12% +$33.6K ﹤0.01% 2382
2021
Q4 		$301K Sell
11,098
-280
-2% -$7.57K ﹤0.01% 2400
2021
Q3 		$312K Buy
11,378
+508
+5% +$13.9K ﹤0.01% 2300
2021
Q2 		$297K Buy
10,870
+608
+6% +$16.5K ﹤0.01% 2309
2021
Q1 		$277K Buy
10,262
+2,884
+39% +$79.2K ﹤0.01% 2302
2020
Q4 		$207K Buy
7,378
+106
+1% +$2.96K ﹤0.01% 2350
2020
Q3 		$204K Buy
+7,272
New +$205K ﹤0.01% 2280

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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
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
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

Prudential Financial's SCHZ Position: Q4 2024 in Review

Prudential Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 35,886 shares — an estimated $853K sold.

Prudential Financial first reported a position in SCHZ in Q3 2020 and held it in 17 quarters. The position peaked at $3.73M in Q1 2024. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Prudential Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 35,886 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $853K.
  • Prudential Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 17 quarters.
  • Prudential Financial's Schwab US Aggregate Bond ETF position peaked at $3.73M in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.