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

Advisors 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
2022
Q3 		– Sell
-16,826
Closed -$403K – 479
2022
Q2 		$403K Buy
+16,826
New +$407K 0.01% 326

Other funds holding SCHZ

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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

Advisors Capital Management's SCHZ Position: Q3 2022 in Review

Advisors Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 16,826 shares — an estimated $403K sold.

Advisors Capital Management first reported a position in SCHZ in Q2 2022 and held it in 1 quarter. The position peaked at $403K in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Advisors Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Advisors Capital Management sold 16,826 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $403K.
  • Advisors Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Advisors Capital Management's Schwab US Aggregate Bond ETF position peaked at $403K in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Advisors Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.