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Rather & Kittrell’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rather & Kittrell’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
2022
Q4 		– Sell
-13,574
Closed -$307K – 62
2022
Q3 		$307K Hold
13,574
– – 0.32% 54
2022
Q2 		$324K Hold
13,574
– – 0.36% 45
2022
Q1 		$343K Buy
13,574
+2,394
+21% +$62.2K 0.33% 45
2021
Q4 		$302K Buy
+11,180
New +$302K 0.27% 44

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Rather & Kittrell's SCHZ Position: Q4 2022 in Review

Rather & Kittrell sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 13,574 shares — an estimated $307K sold.

Rather & Kittrell first reported a position in SCHZ in Q4 2021 and held it in 4 quarters. The position peaked at $343K in Q1 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Rather & Kittrell reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rather & Kittrell sold 13,574 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $307K.
  • Rather & Kittrell first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Rather & Kittrell's Schwab US Aggregate Bond ETF position peaked at $343K in Q1 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Rather & Kittrell's 13F filing for Q4 2022, filed 9 Feb 2023.