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Domani Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Domani Wealth’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
Q2 		– Sell
-7,788
Closed -$210K – 129
2021
Q1 		$210K Sell
7,788
-2,656
-25% -$72.9K 0.04% 129
2020
Q4 		$293K Sell
10,444
-332
-3% -$9.28K 0.06% 102
2020
Q3 		$302K Sell
10,776
-700
-6% -$19.7K 0.07% 97
2020
Q2 		$323K Sell
11,476
-174
-1% -$4.84K 0.08% 91
2020
Q1 		$316K Buy
11,650
+670
+6% +$18.1K 0.08% 91
2019
Q4 		$293K Sell
10,980
-1,792
-14% -$48K 0.1% 91
2019
Q3 		$344K Sell
12,772
-100
-0.8% -$2.67K 0.12% 78
2019
Q2 		$341K Buy
12,872
+16
+0.1% +$416 0.13% 76
2019
Q1 		$333K Sell
12,856
-14,622
-53% -$373K 0.13% 78
2018
Q4 		$695K Sell
27,478
-60,194
-69% -$1.5M 0.32% 40
2018
Q3 		$2.2M Sell
87,672
-36,778
-30% -$929K 0.94% 23
2018
Q2 		$3.15M Sell
124,450
-11,506
-8% -$291K 1.45% 17
2018
Q1 		$3.47M Sell
135,956
-28,680
-17% -$733K 1.48% 15
2017
Q4 		$4.28M Sell
164,636
-4,880
-3% -$127K 1.88% 14
2017
Q3 		$4.44M Sell
169,516
-656
-0.4% -$17.2K 1.91% 14
2017
Q2 		$4.45M Sell
170,172
-25,382
-13% -$662K 1.83% 15
2017
Q1 		$5.06M Buy
195,554
+5,474
+3% +$141K 2.06% 12
2016
Q4 		$4.89M Sell
190,080
-12,818
-6% -$335K 1.97% 12
2016
Q3 		$5.45M Sell
202,898
-24,260
-11% -$651K 2.07% 11
2016
Q2 		$6.1M Buy
227,158
+17,638
+8% +$467K 2.37% 10
2016
Q1 		$5.53M Buy
+209,520
New +$5.47M 2.09% 10

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 $4.02B AUM 20% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Domani Wealth's SCHZ Position: Q2 2021 in Review

Domani Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 7,788 shares — an estimated $210K sold.

Domani Wealth first reported a position in SCHZ in Q1 2016 and held it in 21 quarters. The position peaked at $6.1M in Q2 2016. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Domani Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Domani Wealth sold 7,788 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $210K.
  • Domani Wealth first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and held it in 21 quarters.
  • Domani Wealth's Schwab US Aggregate Bond ETF position peaked at $6.1M in Q2 2016.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Domani Wealth's 13F filing for Q2 2021, filed 22 Jul 2021.