Blooom Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Blooom Inc’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 Q3	$815K	Buy	35,950 +1,586	+5%	+$37.8K	1.55%	13
2022 Q2	$822K	Sell	34,364 -5,504	-14%	-$133K	1.41%	16
2022 Q1	$1.01M	Buy	39,868 +2,144	+6%	+$55.7K	0.81%	16
2021 Q4	$1.02M	Buy	37,724 +4,260	+13%	+$115K	0.77%	15
2021 Q3	$911K	Buy	33,464 +3,084	+10%	+$84.6K	0.76%	16
2021 Q2	$828K	Buy	30,380 +17,032	+128%	+$462K	0.62%	20
2021 Q1	$608K	Sell	13,348 -8,256	-38%	-$227K	0.48%	24
2020 Q4	$604K	Buy	+21,604	New	+$604K	0.48%	20

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Blooom Inc's SCHZ Position: Q3 2022 in Review

Blooom Inc increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.6% in Q3 2022, buying an estimated $37.8K and bringing the position to 35,950 shares worth $815K. The position accounts for 1.55% of the portfolio, ranked #13.

Blooom Inc first reported a position in SCHZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2021. 504 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

Blooom Inc held 35,950 shares of Schwab US Aggregate Bond ETF worth $815K as of Q3 2022.
Blooom Inc bought 1,586 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $37.8K.
Schwab US Aggregate Bond ETF made up 1.55% of Blooom Inc's portfolio in Q3 2022, its #13 holding.
Blooom Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Schwab US Aggregate Bond ETF position peaked at $1.02M in Q4 2021.
504 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.