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Capital CS Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital CS Group’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
-55,884
Closed -$1.41M – 74
2022
Q1 		$1.41M Buy
+55,884
New +$1.45M 1.23% 9

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Ameriprise
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OIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.02B AUM 20% 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

Capital CS Group's SCHZ Position: Q2 2022 in Review

Capital CS Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 55,884 shares — an estimated $1.41M sold.

Capital CS Group first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $1.41M in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Capital CS Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Capital CS Group sold 55,884 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $1.41M.
  • Capital CS Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Capital CS Group's Schwab US Aggregate Bond ETF position peaked at $1.41M in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Capital CS Group's 13F filing for Q2 2022, filed 19 Jul 2022.