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Aurora Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Aurora Private Wealth’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
2021
Q2 		– Sell
-10,856
Closed -$293K – 219
2021
Q1 		$293K Buy
10,856
+2,724
+33% +$74.8K 0.12% 156
2020
Q4 		$228K Buy
8,132
+832
+11% +$23.3K 0.1% 182
2020
Q3 		$205K Buy
+7,300
New +$206K 0.09% 179

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Aurora Private Wealth's SCHZ Position: Q2 2021 in Review

Aurora Private Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 10,856 shares — an estimated $293K sold.

Aurora Private Wealth first reported a position in SCHZ in Q3 2020 and held it in 3 quarters. The position peaked at $293K in Q1 2021. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Aurora Private Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 10,856 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $293K.
  • Aurora Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Aurora Private Wealth's Schwab US Aggregate Bond ETF position peaked at $293K in Q1 2021.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Aurora Private Wealth's 13F filing for Q2 2021, filed 13 Jul 2021.