Deutsche Bank
SCHZ icon

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

Deutsche 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
Q4 		– Sell
-456
Closed -$12K – 4386
2021
Q3 		$12K Hold
456
– – ﹤0.01% 4278
2021
Q2 		$12K Sell
456
-10,996
-96% -$298K ﹤0.01% 4455
2021
Q1 		$309K Sell
11,452
-21,722
-65% -$596K ﹤0.01% 3397
2020
Q4 		$930K Buy
33,174
+23,348
+238% +$653K ﹤0.01% 2491
2020
Q3 		$276K Sell
9,826
-75,840
-89% -$2.14M ﹤0.01% 3017
2020
Q2 		$2.41M Sell
85,666
-40,750
-32% -$1.13M ﹤0.01% 1691
2020
Q1 		$3.43M Buy
126,416
+114,248
+939% +$3.09M ﹤0.01% 1445
2019
Q4 		$324K Buy
12,168
+3,128
+35% +$83.8K ﹤0.01% 2953
2019
Q3 		$242K Buy
9,040
+7,602
+529% +$203K ﹤0.01% 3074
2019
Q2 		$38K Sell
1,438
-19,202
-93% -$499K ﹤0.01% 4623
2019
Q1 		$535K Sell
20,640
-14,180
-41% -$362K ﹤0.01% 3409
2018
Q4 		$880K Buy
34,820
+32,318
+1,292% +$807K ﹤0.01% 2976
2018
Q3 		$63K Sell
2,502
-13,750
-85% -$347K ﹤0.01% 4641
2018
Q2 		$411K Sell
16,252
-364
-2% -$9.2K ﹤0.01% 3948
2018
Q1 		$423K Buy
+16,616
New +$425K ﹤0.01% 3802

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Deutsche Bank's SCHZ Position: Q4 2021 in Review

Deutsche Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 456 shares — an estimated $12K sold.

Deutsche Bank first reported a position in SCHZ in Q1 2018 and held it in 15 quarters. The position peaked at $3.43M in Q1 2020. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Deutsche Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Deutsche Bank sold 456 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $12K.
  • Deutsche Bank first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 15 quarters.
  • Deutsche Bank's Schwab US Aggregate Bond ETF position peaked at $3.43M in Q1 2020.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Deutsche Bank's 13F filing for Q4 2021, filed 11 Feb 2022.