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

Bison 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
Q4 		– Sell
-3,984
Closed -$108K – 450
2021
Q3 		$108K Hold
3,984
– – 0.05% 274
2021
Q2 		$109K Sell
3,984
-212
-5% -$5.75K 0.05% 275
2021
Q1 		$113K Hold
4,196
– – 0.05% 270
2020
Q4 		$118K Hold
4,196
– – 0.06% 255
2020
Q3 		$118K Hold
4,196
– – 0.07% 213
2020
Q2 		$118K Hold
4,196
– – 0.07% 212
2020
Q1 		$114K Buy
4,196
+444
+12% +$12K 0.08% 201
2019
Q4 		$100K Buy
+3,752
New +$101K 0.05% 270

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

Bison Wealth's SCHZ Position: Q4 2021 in Review

Bison Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 3,984 shares — an estimated $108K sold.

Bison Wealth first reported a position in SCHZ in Q4 2019 and held it in 8 quarters. The position peaked at $118K in Q4 2020. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Bison Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 3,984 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $108K.
  • Bison Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
  • Bison Wealth's Schwab US Aggregate Bond ETF position peaked at $118K in Q4 2020.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.