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CRA Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CRA Financial Services’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
Q3 		– Sell
-8,490
Closed -$203K – 204
2022
Q2 		$203K Sell
8,490
-544
-6% -$13.2K 0.07% 191
2022
Q1 		$228K Sell
9,034
-1,200
-12% -$31.2K 0.07% 184
2021
Q4 		$276K Sell
10,234
-5,466
-35% -$148K 0.08% 168
2021
Q3 		$426K Sell
15,700
-2,464
-14% -$67.6K 0.14% 119
2021
Q2 		$496K Sell
18,164
-3,316
-15% -$90K 0.17% 104
2021
Q1 		$579K Sell
21,480
-712
-3% -$19.5K 0.22% 87
2020
Q4 		$622K Buy
22,192
+3,722
+20% +$104K 0.26% 81
2020
Q3 		$518K Buy
18,470
+9,178
+99% +$259K 0.25% 80
2020
Q2 		$261K Sell
9,292
-436
-4% -$12.1K 0.14% 113
2020
Q1 		$264K Sell
9,728
-300
-3% -$8.1K 0.17% 106
2019
Q4 		$268K Sell
10,028
-1,364
-12% -$36.6K 0.15% 116
2019
Q3 		$307K Buy
11,392
+1,542
+16% +$41.2K 0.19% 101
2019
Q2 		$261K Sell
9,850
-1,548
-14% -$40.3K 0.16% 115
2019
Q1 		$296K Buy
11,398
+1,034
+10% +$26.4K 0.19% 109
2018
Q4 		$262K Buy
+10,364
New +$259K 0.19% 110

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CRA Financial Services's SCHZ Position: Q3 2022 in Review

CRA Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 8,490 shares — an estimated $203K sold.

CRA Financial Services first reported a position in SCHZ in Q4 2018 and held it in 15 quarters. The position peaked at $622K in Q4 2020. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • CRA Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CRA Financial Services sold 8,490 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $203K.
  • CRA Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 15 quarters.
  • CRA Financial Services's Schwab US Aggregate Bond ETF position peaked at $622K in Q4 2020.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on CRA Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.