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REDW Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

REDW Wealth’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
-9,892
Closed -$235K – 159
2024
Q3 		$235K Hold
9,892
– – 0.06% 149
2024
Q2 		$225K Sell
9,892
-270
-3% -$6.12K 0.06% 148
2024
Q1 		$234K Sell
10,162
-1,142
-10% -$26.3K 0.06% 145
2023
Q4 		$263K Sell
11,304
-2,216
-16% -$49.6K 0.08% 125
2023
Q3 		$299K Sell
13,520
-3,218
-19% -$72.9K 0.09% 106
2023
Q2 		$386K Sell
16,738
-20
-0.1% -$465 0.12% 97
2023
Q1 		$393K Sell
16,758
-1,102
-6% -$25.6K 0.13% 93
2022
Q4 		$408K Buy
17,860
+356
+2% +$8.11K 0.14% 86
2022
Q3 		$397K Sell
17,504
-1,586
-8% -$37.8K 0.15% 77
2022
Q2 		$457K Sell
19,090
-1,618
-8% -$39.2K 0.17% 70
2022
Q1 		$524K Sell
20,708
-280
-1% -$7.27K 0.16% 63
2021
Q4 		$566K Buy
20,988
+76
+0.4% +$2.06K 0.16% 57
2021
Q3 		$567K Hold
20,912
– – 0.18% 57
2021
Q2 		$571K Sell
20,912
-242
-1% -$6.57K 0.18% 58
2021
Q1 		$571K Buy
21,154
+78
+0.4% +$2.14K 0.19% 55
2020
Q4 		$590K Sell
21,076
-3,120
-13% -$87.2K 0.22% 45
2020
Q3 		$678K Sell
24,196
-388
-2% -$10.9K 0.29% 34
2020
Q2 		$691K Sell
24,584
-156
-0.6% -$4.34K 0.34% 29
2020
Q1 		$671K Sell
24,740
-1,672
-6% -$45.2K 0.42% 27
2019
Q4 		$706K Sell
26,412
-10,856
-29% -$291K 0.39% 29
2019
Q3 		$1M Buy
37,268
+12,522
+51% +$335K 0.59% 22
2019
Q2 		$656K Buy
24,746
+9,270
+60% +$241K 0.39% 29
2019
Q1 		$401K Sell
15,476
-300
-2% -$7.65K 0.25% 45
2018
Q4 		$399K Sell
15,776
-4,688
-23% -$117K 0.27% 36
2018
Q3 		$515K Sell
20,464
-1,768
-8% -$44.7K 0.34% 33
2018
Q2 		$563K Sell
22,232
-778
-3% -$19.7K 0.4% 27
2018
Q1 		$587K Buy
23,010
+7,848
+52% +$201K 0.44% 24
2017
Q4 		$394K Buy
15,162
+388
+3% +$10.1K 0.31% 41
2017
Q3 		$387K Sell
14,774
-1,364
-8% -$35.7K 0.32% 38
2017
Q2 		$421K Buy
16,138
+1,682
+12% +$43.9K 0.41% 32
2017
Q1 		$374K Buy
14,456
+2,004
+16% +$51.7K 0.38% 39
2016
Q4 		$321K Buy
+12,452
New +$326K 0.36% 44

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.11B AUM 13.62% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

REDW Wealth's SCHZ Position: Q4 2024 in Review

REDW Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 9,892 shares — an estimated $235K sold.

REDW Wealth first reported a position in SCHZ in Q4 2016 and held it in 32 quarters. The position peaked at $1M in Q3 2019. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • REDW Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 9,892 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $235K.
  • REDW Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 32 quarters.
  • REDW Wealth's Schwab US Aggregate Bond ETF position peaked at $1M in Q3 2019.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.