Baird Financial Group
SCHZ icon

Baird Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Baird Financial Group’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
-76,140
Closed -$1.73M – 1763
2022
Q3 		$1.73M Sell
76,140
-694
-0.9% -$16.5K 0.01% 885
2022
Q2 		$1.84M Sell
76,834
-8,966
-10% -$217K 0.01% 878
2022
Q1 		$2.17M Buy
85,800
+682
+0.8% +$17.7K 0.01% 874
2021
Q4 		$2.29M Sell
85,118
-880
-1% -$23.8K 0.01% 881
2021
Q3 		$2.33M Buy
85,998
+8,924
+12% +$245K 0.01% 890
2021
Q2 		$2.1M Buy
77,074
+3,590
+5% +$97.4K 0.01% 904
2021
Q1 		$1.98M Buy
73,484
+7,286
+11% +$200K 0.01% 887
2020
Q4 		$1.85M Buy
66,198
+3,682
+6% +$103K 0.01% 831
2020
Q3 		$1.75M Sell
62,516
-14,874
-19% -$419K 0.01% 779
2020
Q2 		$2.18M Sell
77,390
-1,984
-2% -$55.2K 0.01% 703
2020
Q1 		$2.15M Buy
79,374
+16,472
+26% +$445K 0.01% 666
2019
Q4 		$1.68M Buy
62,902
+12,386
+25% +$332K 0.01% 829
2019
Q3 		$1.36M Buy
50,516
+2,454
+5% +$65.6K 0.01% 891
2019
Q2 		$1.27M Buy
48,062
+13,704
+40% +$356K 0.01% 914
2019
Q1 		$891K Buy
34,358
+22,530
+190% +$575K 0.01% 894
2018
Q4 		$299K Buy
11,828
+1,434
+14% +$35.8K ﹤0.01% 1118
2018
Q3 		$261K Buy
+10,394
New +$263K ﹤0.01% 1218
2016
Q4 		– Sell
-15,000
Closed -$403K – 1254
2016
Q3 		$403K Buy
+15,000
New +$403K ﹤0.01% 984

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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Baird Financial Group's SCHZ Position: Q4 2022 in Review

Baird Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 76,140 shares — an estimated $1.73M sold.

Baird Financial Group first reported a position in SCHZ in Q3 2016 and held it in 18 quarters. The position peaked at $2.33M in Q3 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Baird Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 76,140 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $1.73M.
  • Baird Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 18 quarters.
  • Baird Financial Group's Schwab US Aggregate Bond ETF position peaked at $2.33M in Q3 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.