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Cambridge Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cambridge Advisors’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
Q1 		– Sell
-8,470
Closed -$237K – 168
2020
Q4 		$237K Hold
8,470
– – 0.06% 148
2020
Q3 		$237K Sell
8,470
-18,410
-68% -$519K 0.07% 138
2020
Q2 		$756K Buy
26,880
+1,520
+6% +$42.3K 0.24% 70
2020
Q1 		$688K Sell
25,360
-2,000
-7% -$54K 0.25% 69
2019
Q4 		$731K Sell
27,360
-216
-0.8% -$5.79K 0.22% 77
2019
Q3 		$742K Buy
27,576
+6,348
+30% +$170K 0.24% 68
2019
Q2 		$563K Buy
+21,228
New +$552K 0.19% 84
2018
Q3 		– Sell
-8,368
Closed -$212K – 146
2018
Q2 		$212K Sell
8,368
-510
-6% -$12.9K 0.07% 135
2018
Q1 		$226K Buy
8,878
+56
+0.6% +$1.43K 0.08% 125
2017
Q4 		$230K Buy
8,822
+2
+0% +$52 0.08% 127
2017
Q3 		$231K Buy
8,820
+2
+0% +$52 0.09% 123
2017
Q2 		$230K Buy
8,818
+34
+0.4% +$887 0.09% 122
2017
Q1 		$227K Sell
8,784
-5,182
-37% -$134K 0.09% 119
2016
Q4 		$360K Sell
13,966
-238
-2% -$6.22K 0.16% 104
2016
Q3 		$381K Buy
14,204
+2
+0% +$54 0.17% 97
2016
Q2 		$381K Buy
14,202
+2,648
+23% +$70.2K 0.17% 96
2016
Q1 		$305K Buy
11,554
+424
+4% +$11.1K 0.14% 107
2015
Q4 		$287K Buy
11,130
+786
+8% +$20.4K 0.16% 110
2015
Q3 		$270K Buy
10,344
+260
+3% +$6.74K 0.16% 109
2015
Q2 		$261K Sell
10,084
-410
-4% -$10.7K 0.15% 112
2015
Q1 		$278K Buy
10,494
+54
+0.5% +$1.42K 0.16% 106
2014
Q4 		$273K Buy
+10,440
New +$272K 0.17% 108

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

Cambridge Advisors's SCHZ Position: Q1 2021 in Review

Cambridge Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 8,470 shares — an estimated $237K sold.

Cambridge Advisors first reported a position in SCHZ in Q4 2014 and held it in 22 quarters. The position peaked at $756K in Q2 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Cambridge Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Cambridge Advisors sold 8,470 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $237K.
  • Cambridge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 22 quarters.
  • Cambridge Advisors's Schwab US Aggregate Bond ETF position peaked at $756K in Q2 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Cambridge Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.