Everett Harris & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Everett Harris & Co’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 Q4	–	Sell	-10,300	Closed	-$233K	–	264
2022 Q3	$233K	Hold	10,300	–	–	﹤0.01%	235
2022 Q2	$247K	Hold	10,300	–	–	﹤0.01%	232
2022 Q1	$260K	Hold	10,300	–	–	﹤0.01%	240
2021 Q4	$278K	Hold	10,300	–	–	﹤0.01%	233
2021 Q3	$279K	Hold	10,300	–	–	﹤0.01%	228
2021 Q2	$281K	Hold	10,300	–	–	﹤0.01%	233
2021 Q1	$278K	Hold	10,300	–	–	﹤0.01%	224
2020 Q4	$289K	Hold	10,300	–	–	0.01%	218
2020 Q3	$289K	Hold	10,300	–	–	0.01%	207
2020 Q2	$290K	Hold	10,300	–	–	0.01%	202
2020 Q1	$279K	Hold	10,300	–	–	0.01%	181
2019 Q4	$275K	Hold	10,300	–	–	0.01%	222
2019 Q3	$277K	Hold	10,300	–	–	0.01%	216
2019 Q2	$273K	Hold	10,300	–	–	0.01%	219
2019 Q1	$267K	Hold	10,300	–	–	0.01%	212
2018 Q4	$261K	Hold	10,300	–	–	0.01%	205
2018 Q3	$259K	Buy	10,300 +1,400	+16%	+$35.4K	0.01%	222
2018 Q2	$225K	Hold	8,900	–	–	0.01%	226
2018 Q1	$227K	Hold	8,900	–	–	0.01%	224
2017 Q4	$232K	Buy	8,900 +1,000	+13%	+$26.1K	0.01%	222
2017 Q3	$207K	Buy	+7,900	New	+$207K	0.01%	227

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Everett Harris & Co's SCHZ Position: Q4 2022 in Review

Everett Harris & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 10,300 shares — an estimated $233K sold.

Everett Harris & Co first reported a position in SCHZ in Q3 2017 and held it in 21 quarters. The position peaked at $290K in Q2 2020. 539 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

Everett Harris & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Everett Harris & Co sold 10,300 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $233K.
Everett Harris & Co first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and held it in 21 quarters.
Everett Harris & Co's Schwab US Aggregate Bond ETF position peaked at $290K in Q2 2020.
539 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Everett Harris & Co's 13F filing for Q4 2022, filed 20 Jan 2023.