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American Portfolios Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

American Portfolios Advisors’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 		$239K Buy
10,570
+36
+0.3% +$857 0.01% 953
2022
Q2 		$252K Sell
10,534
-790
-7% -$19.1K 0.01% 947
2022
Q1 		$286K Sell
11,324
-34
-0.3% -$883 0.01% 995
2021
Q4 		$306K Sell
11,358
-18
-0.2% -$487 0.01% 959
2021
Q3 		$309K Sell
11,376
-646
-5% -$17.7K 0.01% 921
2021
Q2 		$328K Sell
12,022
-2,994
-20% -$81.2K 0.01% 916
2021
Q1 		$405K Buy
15,016
+7,694
+105% +$211K 0.02% 739
2020
Q4 		$205K Sell
7,322
-6,944
-49% -$194K 0.01% 878
2020
Q3 		$400K Buy
14,266
+564
+4% +$15.9K 0.02% 546
2020
Q2 		$385K Buy
13,702
+3,178
+30% +$88.4K 0.03% 527
2020
Q1 		$286K Buy
10,524
+644
+7% +$17.4K 0.02% 535
2019
Q4 		$264K Buy
9,880
+1,296
+15% +$34.7K 0.02% 639
2019
Q3 		$231K Buy
8,584
+2,572
+43% +$68.8K 0.02% 659
2019
Q2 		$159K Buy
6,012
+1,630
+37% +$42.4K 0.01% 798
2019
Q1 		$114K Buy
4,382
+3,054
+230% +$77.9K 0.01% 830
2018
Q4 		$33.6K Sell
1,328
-1,600
-55% -$40K ﹤0.01% 1179
2018
Q3 		$73.6K Sell
2,928
-18
-0.6% -$455 0.01% 955
2018
Q2 		$74.6K Sell
2,946
-1,076
-27% -$27.2K 0.01% 924
2018
Q1 		$103K Buy
4,022
+2
+0% +$51 0.02% 740
2017
Q4 		$105K Buy
+4,020
New +$105K 0.02% 717

Other funds holding SCHZ

Charles Schwab
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

American Portfolios Advisors's SCHZ Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.34% in Q3 2022, buying an estimated $857 and bringing the position to 10,570 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #953.

American Portfolios Advisors first reported a position in SCHZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $405K in Q1 2021. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • American Portfolios Advisors held 10,570 shares of Schwab US Aggregate Bond ETF worth $239K as of Q3 2022.
  • American Portfolios Advisors bought 36 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $857.
  • Schwab US Aggregate Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #953 holding.
  • American Portfolios Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Schwab US Aggregate Bond ETF position peaked at $405K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.