RPSA
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Richard P. Slaughter Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Richard P. Slaughter Associates’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
-29,786
Closed -$708K – 155
2024
Q3 		$708K Sell
29,786
-15,342
-34% -$359K 0.16% 105
2024
Q2 		$1.03M Buy
45,128
+314
+0.7% +$7.12K 0.24% 93
2024
Q1 		$1.03M Buy
44,814
+13,680
+44% +$315K 0.25% 94
2023
Q4 		$726K Buy
31,134
+19,568
+169% +$438K 0.18% 109
2023
Q3 		$256K Buy
+11,566
New +$262K 0.07% 127

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

Richard P. Slaughter Associates's SCHZ Position: Q4 2024 in Review

Richard P. Slaughter Associates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 29,786 shares — an estimated $708K sold.

Richard P. Slaughter Associates first reported a position in SCHZ in Q3 2023 and held it in 5 quarters. The position peaked at $1.03M in Q1 2024. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Richard P. Slaughter Associates reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 29,786 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $708K.
  • Richard P. Slaughter Associates first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Richard P. Slaughter Associates's Schwab US Aggregate Bond ETF position peaked at $1.03M in Q1 2024.
  • 637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Richard P. Slaughter Associates's 13F filing for Q4 2024, filed 14 Jan 2025.