FAIM
SCHZ icon

Financial Advocates Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Financial Advocates Investment 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
2020
Q4 		– Sell
-905,710
Closed -$25.4M – 743
2020
Q3 		$25.4M Buy
905,710
+385,876
+74% +$10.9M 2.17% 5
2020
Q2 		$14.6M Buy
519,834
+379,700
+271% +$10.6M 1.39% 11
2020
Q1 		$3.8M Sell
140,134
-75,150
-35% -$2.03M 0.54% 43
2019
Q4 		$5.75M Sell
215,284
-2,220
-1% -$59.5K 0.61% 31
2019
Q3 		$5.86M Sell
217,504
-228
-0.1% -$6.1K 0.67% 29
2019
Q2 		$5.77M Buy
217,732
+159,412
+273% +$4.15M 0.67% 30
2019
Q1 		$1.51M Buy
58,320
+29,624
+103% +$756K 0.19% 129
2018
Q4 		$726K Buy
28,696
+2,036
+8% +$50.8K 0.1% 204
2018
Q3 		$670K Buy
26,660
+2,862
+12% +$72.3K 0.07% 239
2018
Q2 		$601K Buy
23,798
+2,646
+13% +$66.8K 0.07% 238
2018
Q1 		$540K Buy
+21,152
New +$541K 0.07% 245

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $424B AUM 22.96% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Advocates Investment Management's SCHZ Position: Q4 2020 in Review

Financial Advocates Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020, closing a stake of 905,710 shares — an estimated $25.4M sold.

Financial Advocates Investment Management first reported a position in SCHZ in Q1 2018 and held it in 11 quarters. The position peaked at $25.4M in Q3 2020. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

  • Financial Advocates Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 905,710 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $25.4M.
  • Financial Advocates Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 11 quarters.
  • Financial Advocates Investment Management's Schwab US Aggregate Bond ETF position peaked at $25.4M in Q3 2020.
  • 507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

Based on Financial Advocates Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.