RI
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Rinkey Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rinkey Investments’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
2023
Q4 		– Sell
-17,896
Closed -$396K – 66
2023
Q3 		$396K Buy
17,896
+2
+0% +$45 0.18% 34
2023
Q2 		$413K Sell
17,894
-804
-4% -$18.7K 0.19% 38
2023
Q1 		$439K Buy
18,698
+68
+0.4% +$1.58K 0.23% 35
2022
Q4 		$425K Hold
18,630
– – 0.25% 32
2022
Q3 		$423K Buy
18,630
+300
+2% +$7.14K 0.32% 25
2022
Q2 		$448K Buy
18,330
+416
+2% +$10.1K 0.4% 23
2022
Q1 		$433K Buy
17,914
+158
+0.9% +$4.1K 0.44% 23
2021
Q4 		$471K Buy
+17,756
New +$480K 0.43% 25

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return