Stonehearth Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stonehearth Capital Management’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	-14,220	Closed	-$314K	–	81
2023 Q3	$314K	Sell	14,220 -1,234	-8%	-$28K	0.17%	44
2023 Q2	$357K	Sell	15,454 -246	-2%	-$5.72K	0.19%	43
2023 Q1	$368K	Sell	15,700 -15,246	-49%	-$355K	0.2%	43
2022 Q4	$706K	Buy	+30,946	New	+$705K	0.4%	32
2022 Q3	–	Sell	-14,802	Closed	-$353K	–	75
2022 Q2	$353K	Buy	+14,802	New	+$358K	0.2%	46

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Stonehearth Capital Management's SCHZ Position: Q4 2023 in Review

Stonehearth Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 14,220 shares — an estimated $314K sold.

Stonehearth Capital Management first reported a position in SCHZ in Q2 2022 and held it in 5 quarters. The position peaked at $706K in Q4 2022. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

Stonehearth Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Stonehearth Capital Management sold 14,220 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $314K.
Stonehearth Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 5 quarters.
Stonehearth Capital Management's Schwab US Aggregate Bond ETF position peaked at $706K in Q4 2022.
590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Stonehearth Capital Management's 13F filing for Q4 2023, filed 8 Jan 2024.