BIP
SCHZ icon

Blueprint Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Blueprint Investment 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
-66,664
Closed -$1.38M – 207
2022
Q1 		$1.38M Sell
66,664
-40,108
-38% -$1.04M 0.36% 61
2021
Q4 		$2.88M Buy
+106,772
New +$2.89M 0.71% 44

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

Blueprint Investment Partners's SCHZ Position: Q2 2022 in Review

Blueprint Investment Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 66,664 shares — an estimated $1.38M sold.

Blueprint Investment Partners first reported a position in SCHZ in Q4 2021 and held it in 2 quarters. The position peaked at $2.88M in Q4 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Blueprint Investment Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Blueprint Investment Partners sold 66,664 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $1.38M.
  • Blueprint Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Blueprint Investment Partners's Schwab US Aggregate Bond ETF position peaked at $2.88M in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Blueprint Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.