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

Aevitas 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
-8,696
Closed -$234K – 126
2021
Q4 		$234K Buy
8,696
+60
+0.7% +$1.62K 0.14% 114
2021
Q3 		$234K Buy
8,636
+46
+0.5% +$1.26K 0.15% 116
2021
Q2 		$235K Buy
+8,590
New +$233K 0.15% 115

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
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

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

Aevitas Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 8,696 shares — an estimated $234K sold.

Aevitas Wealth Management first reported a position in SCHZ in Q2 2021 and held it in 3 quarters. The position peaked at $235K in Q2 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Aevitas Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aevitas Wealth Management sold 8,696 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $234K.
  • Aevitas Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Aevitas Wealth Management's Schwab US Aggregate Bond ETF position peaked at $235K in Q2 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.