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Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Financial Advisors’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
2020
Q2 		– Sell
-7,648
Closed -$208K – 65
2020
Q1 		$208K Buy
7,648
+120
+2% +$3.24K 0.14% 57
2019
Q4 		$201K Sell
7,528
-396
-5% -$10.6K 0.11% 61
2019
Q3 		$213K Buy
7,924
+80
+1% +$2.14K 0.13% 59
2019
Q2 		$208K Buy
7,844
+44
+0.6% +$1.14K 0.13% 59
2019
Q1 		$202K Buy
+7,800
New +$199K 0.14% 60

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Financial Advisors's SCHZ Position: Q2 2020 in Review

Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 7,648 shares — an estimated $208K sold.

Financial Advisors first reported a position in SCHZ in Q1 2019 and held it in 5 quarters. The position peaked at $213K in Q3 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Advisors sold 7,648 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $208K.
  • Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 5 quarters.
  • Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $213K in Q3 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.