Certified Advisory Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-634	Closed	-$17K	–	633
2021 Q1	$17K	Buy	+634	New	+$17.4K	﹤0.01%	529
2020 Q2	$18K	Buy	622 +4	+0.6%	+$111	0.01%	464
2020 Q1	$17K	Buy	618 +2	+0.3%	+$54	0.01%	447
2019 Q4	$16K	Buy	616 +6	+1%	+$161	0.01%	522
2019 Q3	$16K	Buy	610 +4	+0.7%	+$107	0.01%	520
2019 Q2	$16K	Buy	606 +4	+0.7%	+$104	0.01%	521
2019 Q1	$16K	Buy	+602	New	+$15.4K	0.01%	489

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Certified Advisory Corp's SCHZ Position: Q2 2021 in Review

Certified Advisory Corp sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 634 shares — an estimated $17K sold.

Certified Advisory Corp first reported a position in SCHZ in Q1 2019 and held it in 7 quarters. The position peaked at $18K in Q2 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

Certified Advisory Corp reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 634 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $17K.
Certified Advisory Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Schwab US Aggregate Bond ETF position peaked at $18K in Q2 2020.
486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.