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Armbruster Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Armbruster Capital 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
2020
Q4 		– Sell
-7,614
Closed -$213K – 91
2020
Q3 		$213K Buy
7,614
+212
+3% +$5.98K 0.08% 83
2020
Q2 		$208K Sell
7,402
-3,602
-33% -$100K 0.08% 84
2020
Q1 		$299K Sell
11,004
-24,990
-69% -$675K 0.14% 63
2019
Q4 		$962K Buy
35,994
+6,482
+22% +$174K 0.37% 31
2019
Q3 		$795K Buy
29,512
+800
+3% +$21.4K 0.33% 33
2019
Q2 		$761K Buy
28,712
+5,268
+22% +$137K 0.32% 35
2019
Q1 		$608K Buy
23,444
+5,944
+34% +$152K 0.26% 38
2018
Q4 		$443K Sell
17,500
-13,464
-43% -$336K 0.22% 43
2018
Q3 		$778K Sell
30,964
-1,262
-4% -$31.9K 0.34% 34
2018
Q2 		$816K Buy
32,226
+2,422
+8% +$61.2K 0.38% 29
2018
Q1 		$760K Buy
29,804
+3,966
+15% +$101K 0.36% 30
2017
Q4 		$672K Buy
25,838
+4,354
+20% +$114K 0.31% 30
2017
Q3 		$562K Sell
21,484
-722
-3% -$18.9K 0.29% 35
2017
Q2 		$580K Buy
22,206
+1,428
+7% +$37.2K 0.31% 34
2017
Q1 		$538K Buy
20,778
+3,324
+19% +$85.8K 0.3% 34
2016
Q4 		$449K Buy
17,454
+7,246
+71% +$189K 0.26% 35
2016
Q3 		$274K Buy
10,208
+4,048
+66% +$109K 0.17% 49
2016
Q2 		$165K Sell
6,160
-46
-0.7% -$1.22K 0.11% 73
2016
Q1 		$164K Sell
6,206
-2
-0% -$52 0.11% 72
2015
Q4 		$160K Buy
+6,208
New +$161K 0.14% 74

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Armbruster Capital Management's SCHZ Position: Q4 2020 in Review

Armbruster Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020, closing a stake of 7,614 shares — an estimated $213K sold.

Armbruster Capital Management first reported a position in SCHZ in Q4 2015 and held it in 20 quarters. The position peaked at $962K in Q4 2019. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

  • Armbruster Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Armbruster Capital Management sold 7,614 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $213K.
  • Armbruster Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 20 quarters.
  • Armbruster Capital Management's Schwab US Aggregate Bond ETF position peaked at $962K in Q4 2019.
  • 507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

Based on Armbruster Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.