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Broadview Financial Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Broadview Financial Management’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
-13,502
Closed -$341K – 49
2022
Q1 		$341K Buy
13,502
+2,044
+18% +$53.1K 0.25% 40
2021
Q4 		$309K Buy
11,458
+78
+0.7% +$2.11K 0.22% 41
2021
Q3 		$309K Buy
11,380
+256
+2% +$7.02K 0.24% 39
2021
Q2 		$304K Buy
11,124
+60
+0.5% +$1.63K 0.23% 39
2021
Q1 		$298K Sell
11,064
-30,798
-74% -$845K 0.23% 39
2020
Q4 		$1.17M Sell
41,862
-7,122
-15% -$199K 0.9% 28
2020
Q3 		$1.37M Buy
48,984
+288
+0.6% +$8.12K 1.16% 20
2020
Q2 		$1.37M Buy
48,696
+5,826
+14% +$162K 1.1% 22
2020
Q1 		$1.16M Sell
42,870
-10,552
-20% -$285K 1.04% 23
2019
Q4 		$1.43M Sell
53,422
-4,182
-7% -$112K 0.99% 23
2019
Q3 		$1.55M Buy
57,604
+638
+1% +$17.1K 1.15% 20
2019
Q2 		$1.51M Buy
56,966
+4,892
+9% +$127K 1.14% 20
2019
Q1 		$1.35M Buy
52,074
+23,958
+85% +$611K 1.05% 22
2018
Q4 		$711K Buy
28,116
+818
+3% +$20.4K 0.63% 28
2018
Q3 		$686K Buy
27,298
+6,906
+34% +$174K 0.62% 23
2018
Q2 		$516K Buy
20,392
+2,792
+16% +$70.5K 0.5% 26
2018
Q1 		$449K Buy
17,600
+3,684
+26% +$94.2K 0.44% 27
2017
Q4 		$362K Buy
+13,916
New +$363K 0.35% 31

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

Broadview Financial Management's SCHZ Position: Q2 2022 in Review

Broadview Financial Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 13,502 shares — an estimated $341K sold.

Broadview Financial Management first reported a position in SCHZ in Q4 2017 and held it in 18 quarters. The position peaked at $1.55M in Q3 2019. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Broadview Financial Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Broadview Financial Management sold 13,502 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $341K.
  • Broadview Financial Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 18 quarters.
  • Broadview Financial Management's Schwab US Aggregate Bond ETF position peaked at $1.55M in Q3 2019.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Broadview Financial Management's 13F filing for Q2 2022, filed 3 Aug 2022.