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

Elmwood Wealth Management’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	-80	Closed	-$2K	–	285
2021 Q4	$2K	Buy	+80	New	+$2.16K	﹤0.01%	350
2021 Q2	$2K	Buy	80 +2	+3%	+$54	﹤0.01%	311
2021 Q1	$2K	Buy	+78	New	+$2.14K	﹤0.01%	302
2020 Q3	$2K	Hold	78	–	–	﹤0.01%	238
2020 Q2	$2K	Sell	78 -274	-78%	-$7.62K	﹤0.01%	238
2020 Q1	$8.98K	Buy	+352	New	+$9.51K	0.01%	198
2019 Q4	–	Sell	-350	Closed	-$9K	–	219
2019 Q3	$9K	Hold	350	–	–	0.01%	187
2019 Q2	$9K	Hold	350	–	–	0.01%	202
2019 Q1	$9K	Sell	350 -2	-0.6%	-$51	0.01%	196
2018 Q4	$9K	Hold	352	–	–	0.01%	201
2018 Q3	$8.84K	Hold	352	–	–	0.01%	206
2018 Q2	$8.91K	Hold	352	–	–	0.01%	204
2018 Q1	$8.98K	Buy	+352	New	+$9K	0.01%	198

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Elmwood Wealth Management's SCHZ Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 80 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in SCHZ in Q1 2018 and held it in 13 quarters. The position peaked at $9K in Q3 2019. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Elmwood Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 80 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $2K.
Elmwood Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Schwab US Aggregate Bond ETF position peaked at $9K in Q3 2019.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.