FMB
SCHZ icon

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

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 543 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.
  • 543 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.