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

Filbrandt 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
2021 Q3	$256K	Buy	9,424 +692	+8%	+$19K	0.15%	34
2021 Q2	$238K	Hold	8,732	–	–	0.13%	34
2021 Q1	$236K	Buy	8,732 +1,936	+28%	+$53.1K	0.14%	32
2020 Q4	$190K	Buy	6,796 +880	+15%	+$24.6K	0.12%	33
2020 Q3	$166K	Buy	5,916 +1,280	+28%	+$36.1K	0.13%	34
2020 Q2	$130K	Hold	4,636	–	–	0.1%	53
2020 Q1	$126K	Sell	4,636 -416	-8%	-$11.2K	0.14%	34
2019 Q4	$134K	Buy	+5,052	New	+$135K	0.12%	39

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Filbrandt Wealth Management's SCHZ Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.9% in Q3 2021, buying an estimated $19K and bringing the position to 9,424 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #34.

Filbrandt Wealth Management first reported a position in SCHZ in Q4 2019 and has held it in 8 quarters since. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

Filbrandt Wealth Management held 9,424 shares of Schwab US Aggregate Bond ETF worth $256K as of Q3 2021.
Filbrandt Wealth Management bought 692 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $19K.
Schwab US Aggregate Bond ETF made up 0.15% of Filbrandt Wealth Management's portfolio in Q3 2021, its #34 holding.
Filbrandt Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 8 quarters since.
492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.