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Dixon Hubard Feinour & Brown’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Dixon Hubard Feinour & Brown’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
-8,360
Closed -$225K – 313
2021
Q4 		$225K Buy
+8,360
New +$226K 0.02% 281

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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 $3.7B AUM 16.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $424B AUM 22.96% 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 $4.02B AUM 20% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SCHZ Position: Q1 2022 in Review

Dixon Hubard Feinour & Brown sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 8,360 shares — an estimated $225K sold.

Dixon Hubard Feinour & Brown first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Dixon Hubard Feinour & Brown reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 8,360 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $225K.
  • Dixon Hubard Feinour & Brown first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Dixon Hubard Feinour & Brown's Schwab US Aggregate Bond ETF position peaked at $225K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q1 2022, filed 9 May 2022.