BIA
SCHZ icon

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

BHK 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
2019
Q4 		– Sell
-83,962
Closed -$2.26M – 78
2019
Q3 		$2.26M Sell
83,962
-702
-0.8% -$18.8K 1.31% 16
2019
Q2 		$2.24M Sell
84,664
-16,808
-17% -$437K 1.28% 17
2019
Q1 		$2.63M Buy
+101,472
New +$2.59M 1.6% 15

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BHK Investment Advisors's SCHZ Position: Q4 2019 in Review

BHK Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 83,962 shares — an estimated $2.26M sold.

BHK Investment Advisors first reported a position in SCHZ in Q1 2019 and held it in 3 quarters. The position peaked at $2.63M in Q1 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • BHK Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • BHK Investment Advisors sold 83,962 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $2.26M.
  • BHK Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 3 quarters.
  • BHK Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $2.63M in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.