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Field & Main Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Field & Main Bank’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
2023
Q2 		– Sell
-424
Closed -$9.94K – 264
2023
Q1 		$9.94K Hold
424
– – 0.01% 224
2022
Q4 		$9.68K Buy
+424
New +$9.65K 0.01% 230

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RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Goldman Sachs
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Field & Main Bank's SCHZ Position: Q2 2023 in Review

Field & Main Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 424 shares — an estimated $9.94K sold.

Field & Main Bank first reported a position in SCHZ in Q4 2022 and held it in 2 quarters. The position peaked at $9.94K in Q1 2023. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Field & Main Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Field & Main Bank sold 424 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $9.94K.
  • Field & Main Bank first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Field & Main Bank's Schwab US Aggregate Bond ETF position peaked at $9.94K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Field & Main Bank's 13F filing for Q2 2023, filed 26 Jul 2023.