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Clean Yield Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Clean Yield 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
-500
Closed -$13K – 466
2022
Q1 		$13K Hold
500
– – ﹤0.01% 344
2021
Q4 		$13K Hold
500
– – ﹤0.01% 353
2021
Q3 		$14K Hold
500
– – ﹤0.01% 349
2021
Q2 		$14K Buy
+500
New +$13.6K ﹤0.01% 343

Other funds holding SCHZ

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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

Clean Yield Group's SCHZ Position: Q2 2022 in Review

Clean Yield Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 500 shares — an estimated $13K sold.

Clean Yield Group first reported a position in SCHZ in Q2 2021 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Clean Yield Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Clean Yield Group sold 500 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $13K.
  • Clean Yield Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 4 quarters.
  • Clean Yield Group's Schwab US Aggregate Bond ETF position peaked at $14K in Q3 2021.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.