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Blue Chip Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Blue Chip Partners’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
Q2 		– Sell
-22,798
Closed -$576K – 177
2022
Q1 		$576K Buy
22,798
+84
+0.4% +$2.18K 0.07% 88
2021
Q4 		$612K Buy
22,714
+158
+0.7% +$4.27K 0.08% 86
2021
Q3 		$612K Buy
22,556
+118
+0.5% +$3.23K 0.09% 82
2021
Q2 		$613K Buy
22,438
+122
+0.5% +$3.31K 0.09% 79
2021
Q1 		$602K Buy
22,316
+82
+0.4% +$2.25K 0.09% 78
2020
Q4 		$623K Buy
22,234
+170
+0.8% +$4.75K 0.1% 71
2020
Q3 		$619K Buy
22,064
+1,790
+9% +$50.5K 0.11% 65
2020
Q2 		$570K Buy
20,274
+128
+0.6% +$3.56K 0.11% 67
2020
Q1 		$547K Buy
20,146
+90
+0.4% +$2.43K 0.14% 67
2019
Q4 		$536K Buy
20,056
+178
+0.9% +$4.77K 0.1% 86
2019
Q3 		$535K Sell
19,878
-534
-3% -$14.3K 0.11% 85
2019
Q2 		$541K Buy
20,412
+152
+0.8% +$3.95K 0.12% 81
2019
Q1 		$526K Sell
20,260
-2,632
-11% -$67.2K 0.12% 82
2018
Q4 		$579K Buy
22,892
+214
+0.9% +$5.34K 0.15% 81
2018
Q3 		$570K Buy
22,678
+160
+0.7% +$4.04K 0.14% 83
2018
Q2 		$570K Buy
22,518
+150
+0.7% +$3.79K 0.15% 83
2018
Q1 		$571K Buy
22,368
+3,516
+19% +$89.9K 0.16% 83
2017
Q4 		$491K Buy
18,852
+114
+0.6% +$2.97K 0.15% 88
2017
Q3 		$491K Buy
18,738
+112
+0.6% +$2.94K 0.16% 87
2017
Q2 		$487K Buy
18,626
+110
+0.6% +$2.87K 0.17% 87
2017
Q1 		$479K Buy
18,516
+110
+0.6% +$2.84K 0.18% 81
2016
Q4 		$474K Buy
+18,406
New +$481K 0.19% 83

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Blue Chip Partners's SCHZ Position: Q2 2022 in Review

Blue Chip Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 22,798 shares — an estimated $576K sold.

Blue Chip Partners first reported a position in SCHZ in Q4 2016 and held it in 22 quarters. The position peaked at $623K in Q4 2020. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Blue Chip Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Blue Chip Partners sold 22,798 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $576K.
  • Blue Chip Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 22 quarters.
  • Blue Chip Partners's Schwab US Aggregate Bond ETF position peaked at $623K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Blue Chip Partners's 13F filing for Q2 2022, filed 1 Aug 2022.