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DDD Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

DDD Partners’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
-34,148
Closed -$863K – 91
2022
Q1 		$863K Buy
34,148
+922
+3% +$23.9K 0.12% 45
2021
Q4 		$895K Sell
33,226
-2,142
-6% -$57.9K 0.12% 49
2021
Q3 		$960K Buy
35,368
+3,198
+10% +$87.7K 0.14% 48
2021
Q2 		$878K Buy
32,170
+1,208
+4% +$32.8K 0.13% 47
2021
Q1 		$835K Buy
30,962
+1,306
+4% +$35.9K 0.14% 48
2020
Q4 		$831K Sell
29,656
-3,272
-10% -$91.5K 0.16% 41
2020
Q3 		$923K Buy
32,928
+118
+0.4% +$3.33K 0.24% 33
2020
Q2 		$923K Buy
32,810
+2,672
+9% +$74.3K 0.26% 29
2020
Q1 		$818K Buy
30,138
+172
+0.6% +$4.64K 0.28% 33
2019
Q4 		$801K Buy
29,966
+2,154
+8% +$57.7K 0.22% 34
2019
Q3 		$749K Buy
27,812
+332
+1% +$8.88K 0.23% 35
2019
Q2 		$728K Buy
27,480
+14
+0.1% +$364 0.23% 36
2019
Q1 		$712K Buy
27,466
+248
+0.9% +$6.33K 0.24% 34
2018
Q4 		$688K Buy
27,218
+2,050
+8% +$51.2K 0.26% 42
2018
Q3 		$632K Buy
+25,168
New +$636K 0.22% 39

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
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
Envestnet Asset Management
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
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

DDD Partners's SCHZ Position: Q2 2022 in Review

DDD Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 34,148 shares — an estimated $863K sold.

DDD Partners first reported a position in SCHZ in Q3 2018 and held it in 15 quarters. The position peaked at $960K in Q3 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • DDD Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • DDD Partners sold 34,148 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $863K.
  • DDD Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and held it in 15 quarters.
  • DDD Partners's Schwab US Aggregate Bond ETF position peaked at $960K in Q3 2021.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on DDD Partners's 13F filing for Q2 2022, filed 3 Aug 2022.