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

Cascade Investment 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
2023
Q2 		– Sell
-600
Closed -$14.1K – 201
2023
Q1 		$14.1K Buy
+600
New +$14K 0.01% 202
2022
Q3 		– Sell
-600
Closed -$14.4K – 193
2022
Q2 		$14.4K Hold
600
– – 0.01% 204
2022
Q1 		$15.2K Hold
600
– – 0.01% 227
2021
Q4 		$16.2K Hold
600
– – 0.01% 222
2021
Q3 		$16.3K Buy
+600
New +$16.5K 0.01% 213
2021
Q1 		– Sell
-600
Closed -$16.8K – 293
2020
Q4 		$16.8K Hold
600
– – 0.01% 208
2020
Q3 		$16.8K Hold
600
– – 0.01% 197
2020
Q2 		$16.9K Hold
600
– – 0.02% 189
2020
Q1 		$16.3K Hold
600
– – 0.02% 184
2019
Q4 		$16K Hold
600
– – 0.01% 202
2019
Q3 		$16.2K Buy
+600
New +$16K 0.01% 202

Other funds holding SCHZ

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cascade Investment Advisors's SCHZ Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 600 shares — an estimated $14.1K sold.

Cascade Investment Advisors first reported a position in SCHZ in Q3 2019 and held it in 11 quarters. The position peaked at $16.9K in Q2 2020. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 600 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $14.1K.
  • Cascade Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 11 quarters.
  • Cascade Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $16.9K in Q2 2020.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.