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RE Dickinson Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RE Dickinson Investment 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
2024
Q4 		– Sell
-1,542
Closed -$36.6K – 325
2024
Q3 		$36.6K Sell
1,542
-368
-19% -$8.62K 0.02% 101
2024
Q2 		$43.5K Sell
1,910
-1,146
-38% -$26K 0.03% 96
2024
Q1 		$70K Sell
3,056
-2,146
-41% -$49.3K 0.04% 70
2023
Q4 		$121K Sell
5,202
-52
-1% -$1.16K 0.08% 53
2023
Q3 		$116K Sell
5,254
-1,034
-16% -$23.4K 0.08% 56
2023
Q2 		$145K Sell
6,288
-1,626
-21% -$37.8K 0.05% 98
2023
Q1 		$186K Sell
7,914
-3,308
-29% -$77K 0.06% 92
2022
Q4 		$256K Buy
11,222
+1,944
+21% +$44.3K 0.11% 69
2022
Q3 		$210K Sell
9,278
-4,506
-33% -$107K 0.17% 41
2022
Q2 		$330K Sell
13,784
-5,024
-27% -$122K 0.05% 34
2022
Q1 		$476K Sell
18,808
-214,648
-92% -$5.57M 0.32% 28
2021
Q4 		$6.29M Buy
+233,456
New +$6.31M 4.77% 8

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
Avantax Planning Partners
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 $1.73B AUM 11.35% 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
OneDigital Investment Advisors
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

RE Dickinson Investment Advisors's SCHZ Position: Q4 2024 in Review

RE Dickinson Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 1,542 shares — an estimated $36.6K sold.

RE Dickinson Investment Advisors first reported a position in SCHZ in Q4 2021 and held it in 12 quarters. The position peaked at $6.29M in Q4 2021. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • RE Dickinson Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 1,542 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $36.6K.
  • RE Dickinson Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 12 quarters.
  • RE Dickinson Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $6.29M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.