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Activest Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Activest Wealth 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
Q1 		– Sell
-1,302
Closed -$35K – 369
2021
Q4 		$35K Hold
1,302
– – 0.02% 128
2021
Q3 		$35K Hold
1,302
– – 0.02% 130
2021
Q2 		$36K Hold
1,302
– – 0.03% 114
2021
Q1 		$35K Buy
+1,302
New +$35.7K 0.03% 120

Other funds holding SCHZ

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Activest Wealth Management's SCHZ Position: Q1 2022 in Review

Activest Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 1,302 shares — an estimated $35K sold.

Activest Wealth Management first reported a position in SCHZ in Q1 2021 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Activest Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Activest Wealth Management sold 1,302 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $35K.
  • Activest Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Activest Wealth Management's Schwab US Aggregate Bond ETF position peaked at $36K in Q2 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Activest Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.