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AdvicePeriod’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

AdvicePeriod’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
2020
Q2 		– Sell
-92,924
Closed -$2.52M – 87
2020
Q1 		$2.52M Buy
92,924
+4,794
+5% +$129K 0.26% 55
2019
Q4 		$2.35M Buy
88,130
+2,270
+3% +$60.8K 0.21% 56
2019
Q3 		$2.31M Buy
85,860
+1,338
+2% +$35.8K 0.21% 50
2019
Q2 		$2.24M Buy
84,522
+16,248
+24% +$423K 0.21% 52
2019
Q1 		$1.77M Buy
68,274
+17,880
+35% +$456K 0.17% 55
2018
Q4 		$1.27M Buy
50,394
+14,608
+41% +$365K 0.14% 57
2018
Q3 		$899K Buy
35,786
+7,664
+27% +$194K 0.1% 61
2018
Q2 		$712K Buy
+28,122
New +$710K 0.11% 52

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AdvicePeriod's SCHZ Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 92,924 shares — an estimated $2.52M sold.

AdvicePeriod first reported a position in SCHZ in Q2 2018 and held it in 8 quarters. The position peaked at $2.52M in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • AdvicePeriod reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • AdvicePeriod sold 92,924 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $2.52M.
  • AdvicePeriod first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 8 quarters.
  • AdvicePeriod's Schwab US Aggregate Bond ETF position peaked at $2.52M in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.