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Community Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Community Bank’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
-368
Closed -$10K – 491
2021
Q1 		$10K Buy
+368
New +$10.1K ﹤0.01% 403

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Wealth Enhancement Advisory Services
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Community Bank's SCHZ Position: Q2 2021 in Review

Community Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 368 shares — an estimated $10K sold.

Community Bank first reported a position in SCHZ in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Community Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Community Bank sold 368 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $10K.
  • Community Bank first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Community Bank's Schwab US Aggregate Bond ETF position peaked at $10K in Q1 2021.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Community Bank's 13F filing for Q2 2021, filed 3 Aug 2021.