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Almanack Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Almanack Investment Partners’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
-9,152
Closed -$219K – 907
2022
Q2 		$219K Buy
9,152
+12
+0.1% +$290 0.02% 389
2022
Q1 		$231K Buy
+9,140
New +$237K 0.02% 418
2021
Q2 		– Sell
-14,152
Closed -$382K – 476
2021
Q1 		$382K Sell
14,152
-40,400
-74% -$1.11M 0.04% 280
2020
Q4 		$1.53M Sell
54,552
-640
-1% -$17.9K 0.17% 86
2020
Q3 		$1.53M Buy
55,192
+37,528
+212% +$1.06M 0.19% 71
2020
Q2 		$497K Buy
17,664
+1,350
+8% +$37.6K 0.09% 127
2020
Q1 		$443K Sell
16,314
-18,548
-53% -$501K 0.1% 135
2019
Q4 		$931K Sell
34,862
-1,916
-5% -$51.3K 0.18% 73
2019
Q3 		$990K Buy
36,778
+4,706
+15% +$126K 0.19% 71
2019
Q2 		$850K Buy
32,072
+6,766
+27% +$176K 0.2% 65
2019
Q1 		$656K Sell
25,306
-512,444
-95% -$13.1M 0.19% 59
2018
Q4 		$13.6M Sell
537,750
-153,220
-22% -$3.83M 4.01% 6
2018
Q3 		$17.1M Buy
690,970
+680,186
+6,307% +$17.2M 4.52% 4
2018
Q2 		$273K Sell
10,784
-71,522
-87% -$1.81M 0.12% 78
2018
Q1 		$2.1M Buy
82,306
+50,994
+163% +$1.3M 0.81% 25
2017
Q4 		$816K Buy
+31,312
New +$817K 0.32% 37
2017
Q3 		– Sell
-25,276
Closed -$660K – 187
2017
Q2 		$660K Buy
25,276
+18,806
+291% +$491K 0.37% 55
2017
Q1 		$168K Buy
+6,470
New +$167K 0.13% 114

Other funds holding SCHZ

Charles Schwab
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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

Almanack Investment Partners's SCHZ Position: Q3 2022 in Review

Almanack Investment Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 9,152 shares — an estimated $219K sold.

Almanack Investment Partners first reported a position in SCHZ in Q1 2017 and held it in 18 quarters. The position peaked at $17.1M in Q3 2018. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Almanack Investment Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 9,152 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $219K.
  • Almanack Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 18 quarters.
  • Almanack Investment Partners's Schwab US Aggregate Bond ETF position peaked at $17.1M in Q3 2018.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.