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

Element 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
2020
Q1 		– Sell
-61,592
Closed -$1.65M – 130
2019
Q4 		$1.65M Buy
+61,592
New +$1.65M 1.69% 21

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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Element Wealth's SCHZ Position: Q1 2020 in Review

Element Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 61,592 shares — an estimated $1.65M sold.

Element Wealth first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $1.65M in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Element Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Element Wealth sold 61,592 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1.65M.
  • Element Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Element Wealth's Schwab US Aggregate Bond ETF position peaked at $1.65M in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Element Wealth's 13F filing for Q1 2020, filed 14 May 2020.