ASI
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Advisory Services & Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisory Services & Investments’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
Q1 		– Sell
-54,794
Closed -$1.25M – 38
2022
Q4 		$1.25M Buy
54,794
+20
+0% +$455 1.24% 16
2022
Q3 		$1.24M Sell
54,774
-31,482
-36% -$750K 1.31% 15
2022
Q2 		$2.06M Sell
86,256
-73,728
-46% -$1.78M 1.97% 16
2022
Q1 		$4.04M Sell
159,984
-773,102
-83% -$20.1M 3.27% 9
2021
Q4 		$25.1M Sell
933,086
-15,458
-2% -$418K 16.09% 1
2021
Q3 		$25.7M Buy
948,544
+96,802
+11% +$2.65M 16.89% 1
2021
Q2 		$23.3M Buy
851,742
+288,492
+51% +$7.83M 16.95% 1
2021
Q1 		$15.2M Buy
+563,250
New +$15.5M 12.34% 3

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return