Clear Investment Research’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Clear Investment Research’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	-1,500	Closed	-$38K	–	142
2022 Q1	$38K	Hold	1,500	–	–	0.07%	88
2021 Q4	$40K	Hold	1,500	–	–	0.06%	90
2021 Q3	$41K	Hold	1,500	–	–	0.07%	85
2021 Q2	$41K	Hold	1,500	–	–	0.07%	81
2021 Q1	$40K	Hold	1,500	–	–	0.07%	73
2020 Q4	$42K	Hold	1,500	–	–	0.08%	74
2020 Q3	$42K	Buy	1,500 +176	+13%	+$4.96K	0.09%	70
2020 Q2	$37K	Buy	+1,324	New	+$36.8K	0.08%	68
2019 Q2	–	Sell	-212	Closed	-$5K	–	364
2019 Q1	$5K	Sell	212 -4,032	-95%	-$103K	0.01%	85
2018 Q4	$107K	Buy	4,244 +130	+3%	+$3.25K	0.17%	45
2018 Q3	$103K	Hold	4,114	–	–	0.15%	49
2018 Q2	$105K	Hold	4,114	–	–	0.07%	45
2018 Q1	$105K	Sell	4,114 -1,104	-21%	-$28.2K	0.07%	45
2017 Q4	$136K	Hold	5,218	–	–	0.09%	37
2017 Q3	$137K	Hold	5,218	–	–	0.09%	37
2017 Q2	$136K	Buy	+5,218	New	+$136K	0.1%	35

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

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 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 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

Clear Investment Research's SCHZ Position: Q2 2022 in Review

Clear Investment Research sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 1,500 shares — an estimated $38K sold.

Clear Investment Research first reported a position in SCHZ in Q2 2017 and held it in 16 quarters. The position peaked at $137K in Q3 2017. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

Clear Investment Research reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Clear Investment Research sold 1,500 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $38K.
Clear Investment Research first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 16 quarters.
Clear Investment Research's Schwab US Aggregate Bond ETF position peaked at $137K in Q3 2017.
533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Clear Investment Research's 13F filing for Q2 2022, filed 5 Aug 2022.