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Rinet Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rinet Company’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
2021
Q3 		$204K Buy
7,516
+2
+0% +$55 0.04% 83
2021
Q2 		$205K Sell
7,514
-1,546
-17% -$42K 0.04% 78
2021
Q1 		$244K Buy
9,060
+1,580
+21% +$43.4K 0.05% 68
2020
Q4 		$210K Hold
7,480
– – 0.06% 30
2020
Q3 		$210K Hold
7,480
– – 0.07% 28
2020
Q2 		$210K Hold
7,480
– – 0.07% 27
2020
Q1 		$203K Buy
+7,480
New +$202K 0.08% 25

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Rinet Company's SCHZ Position: Q3 2021 in Review

Rinet Company increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.03% in Q3 2021, buying an estimated $55 and bringing the position to 7,516 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #83.

Rinet Company first reported a position in SCHZ in Q1 2020 and has held it in 7 quarters since. The position peaked at $244K in Q1 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Rinet Company held 7,516 shares of Schwab US Aggregate Bond ETF worth $204K as of Q3 2021.
  • Rinet Company bought 2 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $55.
  • Schwab US Aggregate Bond ETF made up 0.04% of Rinet Company's portfolio in Q3 2021, its #83 holding.
  • Rinet Company first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 7 quarters since.
  • Rinet Company's Schwab US Aggregate Bond ETF position peaked at $244K in Q1 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.