Barclays
SCHZ icon

Barclays’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Barclays’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
Q4 		– Sell
-74,154
Closed -$2.01M – 4667
2021
Q3 		$2.01M Sell
74,154
-228,254
-75% -$6.26M ﹤0.01% 2349
2021
Q2 		$8.26M Buy
+302,408
New +$8.21M ﹤0.01% 1294
2019
Q2 		– Sell
-100
Closed -$3K – 7232
2019
Q1 		$3K Hold
100
– – ﹤0.01% 6816
2018
Q4 		$3K Hold
100
– – ﹤0.01% 6631
2018
Q3 		$3K Hold
100
– – ﹤0.01% 6903
2018
Q2 		$3K Hold
100
– – ﹤0.01% 6791
2018
Q1 		$3K Hold
100
– – ﹤0.01% 6866
2017
Q4 		$3K Buy
+100
New +$2.61K ﹤0.01% 6741

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Barclays's SCHZ Position: Q4 2021 in Review

Barclays sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 74,154 shares — an estimated $2.01M sold.

Barclays first reported a position in SCHZ in Q4 2017 and held it in 8 quarters. The position peaked at $8.26M in Q2 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Barclays reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 74,154 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $2.01M.
  • Barclays first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 8 quarters.
  • Barclays's Schwab US Aggregate Bond ETF position peaked at $8.26M in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.