SAM
SCHZ icon

Strategic Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Strategic Asset 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
2022
Q3 		$495K Buy
21,840
+3,024
+16% +$72K 0.86% 22
2022
Q2 		$450K Sell
18,816
-1,052
-5% -$25.5K 0.72% 26
2022
Q1 		$502K Buy
19,868
+17,362
+693% +$451K 0.71% 26
2021
Q4 		$68K Hold
2,506
– – 0.09% 127
2021
Q3 		$68K Buy
+2,506
New +$68.7K 0.1% 125

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strategic Asset Management's SCHZ Position: Q3 2022 in Review

Strategic Asset Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q3 2022, buying an estimated $72K and bringing the position to 21,840 shares worth $495K. The position accounts for 0.86% of the portfolio, ranked #22.

Strategic Asset Management first reported a position in SCHZ in Q3 2021 and has held it in 5 quarters since. The position peaked at $502K in Q1 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Strategic Asset Management held 21,840 shares of Schwab US Aggregate Bond ETF worth $495K as of Q3 2022.
  • Strategic Asset Management bought 3,024 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $72K.
  • Schwab US Aggregate Bond ETF made up 0.86% of Strategic Asset Management's portfolio in Q3 2022, its #22 holding.
  • Strategic Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Schwab US Aggregate Bond ETF position peaked at $502K in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.