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Equitable Holdings’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Equitable Holdings’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
-47,298
Closed -$1.28M – 829
2021
Q1 		$1.28M Sell
47,298
-712
-1% -$19.5K 0.03% 312
2020
Q4 		$1.34M Sell
48,010
-53,116
-53% -$1.49M 0.03% 277
2020
Q3 		$2.84M Buy
101,126
+2,738
+3% +$77.2K 0.07% 162
2020
Q2 		$2.77M Buy
98,388
+15,272
+18% +$425K 0.08% 154
2020
Q1 		$2.25M Sell
83,116
-10,990
-12% -$297K 0.08% 151
2019
Q4 		$2.51M Buy
+94,106
New +$2.52M 0.07% 160

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
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 $980M AUM 9.86% 1-Year Est. Return

Equitable Holdings's SCHZ Position: Q2 2021 in Review

Equitable Holdings sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 47,298 shares — an estimated $1.28M sold.

Equitable Holdings first reported a position in SCHZ in Q4 2019 and held it in 6 quarters. The position peaked at $2.84M in Q3 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Equitable Holdings reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Equitable Holdings sold 47,298 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $1.28M.
  • Equitable Holdings first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 6 quarters.
  • Equitable Holdings's Schwab US Aggregate Bond ETF position peaked at $2.84M in Q3 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Equitable Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.