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

RHS 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
2025
Q1 		– Sell
-15,866
Closed -$360K – 143
2024
Q4 		$360K Buy
15,866
+142
+0.9% +$3.28K 0.19% 92
2024
Q3 		$374K Sell
15,724
-358
-2% -$8.38K 0.19% 92
2024
Q2 		$367K Sell
16,082
-2,480
-13% -$56.2K 0.22% 67
2024
Q1 		$427K Buy
18,562
+8
+0% +$184 0.25% 73
2023
Q4 		$433K Buy
18,554
+34
+0.2% +$761 0.27% 66
2023
Q3 		$410K Sell
18,520
-32
-0.2% -$725 0.29% 64
2023
Q2 		$428K Sell
18,552
-582
-3% -$13.5K 0.31% 63
2023
Q1 		$449K Sell
19,134
-10,524
-35% -$245K 0.34% 60
2022
Q4 		$677K Sell
29,658
-53,590
-64% -$1.22M 0.54% 45
2022
Q3 		$1.89M Buy
83,248
+984
+1% +$23.4K 1.68% 20
2022
Q2 		$1.97M Buy
82,264
+14,704
+22% +$356K 1.62% 20
2022
Q1 		$1.71M Sell
67,560
-20,814
-24% -$541K 1.26% 28
2021
Q4 		$2.38M Buy
88,374
+8,838
+11% +$239K 1.65% 19
2021
Q3 		$2.16M Sell
79,536
-1,980
-2% -$54.3K 1.57% 21
2021
Q2 		$2.23M Buy
81,516
+4,612
+6% +$125K 1.66% 23
2021
Q1 		$2.08M Buy
76,904
+36,910
+92% +$1.01M 1.73% 20
2020
Q4 		$1.12M Sell
39,994
-12,096
-23% -$338K 0.96% 31
2020
Q3 		$1.46M Buy
52,090
+16,542
+47% +$467K 1.47% 21
2020
Q2 		$1M Buy
35,548
+4,634
+15% +$129K 1.17% 28
2020
Q1 		$839K Buy
30,914
+17,172
+125% +$464K 1.12% 27
2019
Q4 		$367K Buy
13,742
+3,940
+40% +$106K 0.38% 47
2019
Q3 		$264K Sell
9,802
-6,782
-41% -$181K 0.31% 52
2019
Q2 		$439K Sell
16,584
-16,542
-50% -$430K 0.55% 43
2019
Q1 		$859K Sell
33,126
-4,928
-13% -$126K 1.11% 31
2018
Q4 		$963K Buy
+38,054
New +$950K 1.39% 25

Other funds holding SCHZ

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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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 $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RHS Financial's SCHZ Position: Q1 2025 in Review

RHS Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 15,866 shares — an estimated $360K sold.

RHS Financial first reported a position in SCHZ in Q4 2018 and held it in 25 quarters. The position peaked at $2.38M in Q4 2021. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • RHS Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • RHS Financial sold 15,866 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $360K.
  • RHS Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 25 quarters.
  • RHS Financial's Schwab US Aggregate Bond ETF position peaked at $2.38M in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on RHS Financial's 13F filing for Q1 2025, filed 17 Apr 2025.