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Roof Eidam Maycock Peralta (REMP)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
Q3 		– Sell
-9,790
Closed -$223K – 130
2024
Q2 		$223K Hold
9,790
– – 0.06% 115
2024
Q1 		$225K Hold
9,790
– – 0.06% 119
2023
Q4 		$228K Hold
9,790
– – 0.07% 115
2023
Q3 		$217K Hold
9,790
– – 0.07% 115
2023
Q2 		$226K Hold
9,790
– – 0.08% 107
2023
Q1 		$230K Sell
9,790
-180
-2% -$4.19K 0.08% 105
2022
Q4 		$228K Buy
9,970
+180
+2% +$4.1K 0.08% 105
2022
Q3 		$222K Hold
9,790
– – 0.08% 102
2022
Q2 		$234K Hold
9,790
– – 0.09% 88
2022
Q1 		$248K Hold
9,790
– – 0.08% 95
2021
Q4 		$264K Hold
9,790
– – 0.09% 96
2021
Q3 		$266K Hold
9,790
– – 0.1% 92
2021
Q2 		$267K Hold
9,790
– – 0.1% 89
2021
Q1 		$264K Buy
9,790
+850
+10% +$23.3K 0.1% 85
2020
Q4 		$250K Hold
8,940
– – 0.1% 86
2020
Q3 		$251K Hold
8,940
– – 0.1% 86
2020
Q2 		$251K Hold
8,940
– – 0.1% 87
2020
Q1 		$243K Buy
8,940
+930
+12% +$25.1K 0.1% 88
2019
Q4 		$214K Hold
8,010
– – 0.08% 104
2019
Q3 		$216K Hold
8,010
– – 0.09% 101
2019
Q2 		$212K Sell
8,010
-20,760
-72% -$540K 0.09% 103
2019
Q1 		$746K Buy
28,770
+1,620
+6% +$41.3K 0.29% 66
2018
Q4 		$687K Sell
27,150
-1,620
-6% -$40.5K 0.33% 56
2018
Q3 		$723K Sell
28,770
-850
-3% -$21.5K 0.33% 55
2018
Q2 		$750K Sell
29,620
-10,320
-26% -$261K 0.35% 51
2018
Q1 		$1.02M Sell
39,940
-3,100
-7% -$79.3K 0.49% 44
2017
Q4 		$1.12M Hold
43,040
– – 0.55% 37
2017
Q3 		$1.13M Sell
43,040
-55,860
-56% -$1.46M 0.58% 36
2017
Q2 		$2.58M Sell
98,900
-4,800
-5% -$125K 1.33% 21
2017
Q1 		$2.69M Buy
103,700
+43,980
+74% +$1.14M 1.38% 16
2016
Q4 		$1.54M Sell
59,720
-619,858
-91% -$16.2M 0.8% 33
2016
Q3 		$18.2M Buy
679,578
+260,570
+62% +$6.99M 8.52% 2
2016
Q2 		$11.3M Buy
+419,008
New +$11.1M 5.91% 4

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SCHZ Position: Q3 2024 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 9,790 shares — an estimated $223K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHZ in Q2 2016 and held it in 33 quarters. The position peaked at $18.2M in Q3 2016. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 9,790 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $223K.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and held it in 33 quarters.
  • Roof Eidam Maycock Peralta (REMP)'s Schwab US Aggregate Bond ETF position peaked at $18.2M in Q3 2016.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q3 2024, filed 21 Oct 2024.