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

Appleton 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
Q4 		– Sell
-9,952
Closed -$225K – 303
2022
Q3 		$225K Sell
9,952
-1,184
-11% -$28.2K 0.02% 273
2022
Q2 		$267K Sell
11,136
-8,970
-45% -$217K 0.03% 258
2022
Q1 		$508K Hold
20,106
– – 0.04% 216
2021
Q4 		$542K Sell
20,106
-3,600
-15% -$97.3K 0.04% 211
2021
Q3 		$643K Buy
23,706
+644
+3% +$17.7K 0.05% 187
2021
Q2 		$630K Sell
23,062
-1,134
-5% -$30.8K 0.05% 184
2021
Q1 		$653K Sell
24,196
-116
-0.5% -$3.18K 0.06% 176
2020
Q4 		$681K Sell
24,312
-200
-0.8% -$5.59K 0.07% 166
2020
Q3 		$687K Sell
24,512
-1,000
-4% -$28.2K 0.08% 159
2020
Q2 		$717K Hold
25,512
– – 0.09% 152
2020
Q1 		$692K Buy
25,512
+2,276
+10% +$61.5K 0.1% 148
2019
Q4 		$621K Sell
23,236
-3,400
-13% -$91.1K 0.07% 177
2019
Q3 		$717K Buy
26,636
+150
+0.6% +$4.01K 0.09% 160
2019
Q2 		$702K Sell
26,486
-240
-0.9% -$6.24K 0.09% 162
2019
Q1 		$693K Hold
26,726
– – 0.09% 158
2018
Q4 		$676K Buy
+26,726
New +$667K 0.1% 151

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OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Appleton Partners's SCHZ Position: Q4 2022 in Review

Appleton Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 9,952 shares — an estimated $225K sold.

Appleton Partners first reported a position in SCHZ in Q4 2018 and held it in 16 quarters. The position peaked at $717K in Q2 2020. 539 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Appleton Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Appleton Partners sold 9,952 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $225K.
  • Appleton Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Appleton Partners's Schwab US Aggregate Bond ETF position peaked at $717K in Q2 2020.
  • 539 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Appleton Partners's 13F filing for Q4 2022, filed 19 Jan 2023.