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Financial & Tax Architects’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Financial & Tax Architects’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
Q4 		– Sell
-10,676
Closed -$290K – 102
2021
Q3 		$290K Sell
10,676
-385,434
-97% -$10.6M 0.13% 93
2021
Q2 		$10.8M Buy
+396,110
New +$10.7M 5.3% 2

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Wealth Enhancement Advisory Services
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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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial & Tax Architects's SCHZ Position: Q4 2021 in Review

Financial & Tax Architects sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 10,676 shares — an estimated $290K sold.

Financial & Tax Architects first reported a position in SCHZ in Q2 2021 and held it in 2 quarters. The position peaked at $10.8M in Q2 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Financial & Tax Architects reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Financial & Tax Architects sold 10,676 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $290K.
  • Financial & Tax Architects first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Financial & Tax Architects's Schwab US Aggregate Bond ETF position peaked at $10.8M in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Financial & Tax Architects's 13F filing for Q4 2021, filed 25 Aug 2023.