CAG
SCHZ icon

Crestwood Advisors Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Crestwood Advisors 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
Q1 		– Sell
-8,010
Closed -$216K – 308
2021
Q4 		$216K Sell
8,010
-554
-6% -$15K 0.01% 278
2021
Q3 		$232K Sell
8,564
-496
-5% -$13.6K 0.01% 252
2021
Q2 		$247K Buy
9,060
+374
+4% +$10.1K 0.01% 244
2021
Q1 		$234K Sell
8,686
-584
-6% -$16K 0.01% 243
2020
Q4 		$260K Sell
9,270
-10,816
-54% -$302K 0.01% 235
2020
Q3 		$563K Buy
20,086
+126
+0.6% +$3.55K 0.02% 161
2020
Q2 		$561K Buy
19,960
+3,912
+24% +$109K 0.02% 155
2020
Q1 		$435K Buy
16,048
+2,198
+16% +$59.4K 0.02% 157
2019
Q4 		$370K Sell
13,850
-12
-0.1% -$322 0.01% 192
2019
Q3 		$373K Sell
13,862
-218
-2% -$5.83K 0.02% 184
2019
Q2 		$373K Buy
14,080
+710
+5% +$18.5K 0.02% 183
2019
Q1 		$347K Buy
13,370
+4,718
+55% +$120K 0.02% 131
2018
Q4 		$219K Sell
8,652
-244
-3% -$6.09K 0.02% 145
2018
Q3 		$224K Buy
8,896
+18
+0.2% +$455 0.02% 154
2018
Q2 		$225K Buy
+8,878
New +$224K 0.02% 155
2017
Q2 		– Sell
-4,040
Closed -$105K – 378
2017
Q1 		$105K Buy
+4,040
New +$104K 0.01% 191

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Crestwood Advisors Group's SCHZ Position: Q1 2022 in Review

Crestwood Advisors Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 8,010 shares — an estimated $216K sold.

Crestwood Advisors Group first reported a position in SCHZ in Q1 2017 and held it in 16 quarters. The position peaked at $563K in Q3 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Crestwood Advisors Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 8,010 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $216K.
  • Crestwood Advisors Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 16 quarters.
  • Crestwood Advisors Group's Schwab US Aggregate Bond ETF position peaked at $563K in Q3 2020.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Crestwood Advisors Group's 13F filing for Q1 2022, filed 12 Apr 2022.