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	0.43%	23
2021 Q4	$471K	Buy	+17,756	New	+$480K	0.43%	25

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Rinkey Investments's SCHZ Position: Q4 2023 in Review

Rinkey Investments sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 17,896 shares — an estimated $396K sold.

Rinkey Investments first reported a position in SCHZ in Q4 2021 and held it in 8 quarters. The position peaked at $471K in Q4 2021. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

Rinkey Investments reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Rinkey Investments sold 17,896 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $396K.
Rinkey Investments first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 8 quarters.
Rinkey Investments's Schwab US Aggregate Bond ETF position peaked at $471K in Q4 2021.
590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Rinkey Investments's 13F filing for Q4 2023, filed 12 Feb 2024.