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Barry Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Barry Investment Advisors’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
Q1 		– Sell
-7,974
Closed -$215K – 137
2021
Q4 		$215K Buy
7,974
+28
+0.4% +$757 0.06% 122
2021
Q3 		$216K Buy
7,946
+22
+0.3% +$603 0.06% 112
2021
Q2 		$216K Buy
7,924
+22
+0.3% +$597 0.06% 111
2021
Q1 		$213K Buy
7,902
+14
+0.2% +$384 0.06% 108
2020
Q4 		$221K Buy
7,888
+32
+0.4% +$895 0.07% 96
2020
Q3 		$220K Buy
7,856
+16
+0.2% +$451 0.08% 80
2020
Q2 		$220K Sell
7,840
-9,470
-55% -$263K 0.08% 70
2020
Q1 		$470K Sell
17,310
-939,308
-98% -$25.4M 0.23% 41
2019
Q4 		$25.7M Buy
956,618
+6,050
+0.6% +$162K 9% 1
2019
Q3 		$25.6M Buy
950,568
+1,536
+0.2% +$41.1K 9.25% 1
2019
Q2 		$25.1M Sell
949,032
-21,366
-2% -$556K 8.61% 1
2019
Q1 		$25.2M Buy
970,398
+902,178
+1,322% +$23M 7.88% 1
2018
Q4 		$1.73M Buy
+68,220
New +$1.7M 0.65% 32

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Barry Investment Advisors's SCHZ Position: Q1 2022 in Review

Barry Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 7,974 shares — an estimated $215K sold.

Barry Investment Advisors first reported a position in SCHZ in Q4 2018 and held it in 13 quarters. The position peaked at $25.7M in Q4 2019. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Barry Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 7,974 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $215K.
  • Barry Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 13 quarters.
  • Barry Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $25.7M in Q4 2019.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Barry Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.