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CWA Asset Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CWA Asset Management 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
-14,262
Closed -$384K – 326
2021
Q4 		$384K Buy
+14,262
New +$386K 0.03% 213
2021
Q2 		– Sell
-27,426
Closed -$740K – 290
2021
Q1 		$740K Buy
+27,426
New +$753K 0.07% 144

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

CWA Asset Management Group's SCHZ Position: Q1 2022 in Review

CWA Asset Management Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 14,262 shares — an estimated $384K sold.

CWA Asset Management Group first reported a position in SCHZ in Q1 2021 and held it in 2 quarters. The position peaked at $740K in Q1 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • CWA Asset Management Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CWA Asset Management Group sold 14,262 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $384K.
  • CWA Asset Management Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • CWA Asset Management Group's Schwab US Aggregate Bond ETF position peaked at $740K in Q1 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on CWA Asset Management Group's 13F filing for Q1 2022, filed 21 Apr 2022.