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Sandy Spring Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sandy Spring Bank’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
-1,230
Closed -$29.2K – 1275
2024
Q3 		$29.2K Buy
+1,230
New +$28.8K ﹤0.01% 696
2017
Q2 		– Sell
-1,914
Closed -$50K – 861
2017
Q1 		$50K Hold
1,914
– – 0.01% 448
2016
Q4 		$49K Hold
1,914
– – 0.01% 443
2016
Q3 		$51K Hold
1,914
– – 0.01% 428
2016
Q2 		$51K Hold
1,914
– – 0.01% 433
2016
Q1 		$51K Hold
1,914
– – 0.01% 439
2015
Q4 		$49K Hold
1,914
– – 0.01% 427
2015
Q3 		$50K Hold
1,914
– – 0.01% 441
2015
Q2 		$50K Hold
1,914
– – 0.01% 456
2015
Q1 		$51K Buy
+1,914
New +$50.5K 0.01% 449

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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 $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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sandy Spring Bank's SCHZ Position: Q4 2024 in Review

Sandy Spring Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 1,230 shares — an estimated $29.2K sold.

Sandy Spring Bank first reported a position in SCHZ in Q1 2015 and held it in 10 quarters. The position peaked at $51K in Q3 2016. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Sandy Spring Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 1,230 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $29.2K.
  • Sandy Spring Bank first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and held it in 10 quarters.
  • Sandy Spring Bank's Schwab US Aggregate Bond ETF position peaked at $51K in Q3 2016.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.