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

FinTrust Capital 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
2022 Q4	–	Sell	-136	Closed	-$3K	–	1267
2022 Q3	$3K	Hold	136	–	–	﹤0.01%	1096
2022 Q2	$3K	Hold	136	–	–	﹤0.01%	1108
2022 Q1	$3K	Hold	136	–	–	﹤0.01%	1127
2021 Q4	$4K	Hold	136	–	–	﹤0.01%	1057
2021 Q3	$4K	Hold	136	–	–	﹤0.01%	1052
2021 Q2	$4K	Hold	136	–	–	﹤0.01%	1072
2021 Q1	$4K	Hold	136	–	–	﹤0.01%	1050
2020 Q4	$4K	Hold	136	–	–	﹤0.01%	971
2020 Q3	$4	Hold	136	–	–	﹤0.01%	991
2020 Q2	$4K	Hold	136	–	–	﹤0.01%	859
2020 Q1	$4K	Hold	136	–	–	﹤0.01%	917
2019 Q4	$4K	Hold	136	–	–	﹤0.01%	906
2019 Q3	$4K	Hold	136	–	–	﹤0.01%	915
2019 Q2	$4K	Sell	136 -184	-58%	-$4.79K	﹤0.01%	878
2019 Q1	$8K	Hold	320	–	–	﹤0.01%	837
2018 Q4	$8K	Buy	+320	New	+$7.99K	﹤0.01%	833

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

FinTrust Capital Advisors's SCHZ Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 136 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in SCHZ in Q4 2018 and held it in 16 quarters. The position peaked at $8K in Q1 2019. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

FinTrust Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 136 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $3K.
FinTrust Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 16 quarters.
FinTrust Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $8K in Q1 2019.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.