Foothills Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Foothills Asset 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 Q1	$371K	Buy	13,690 +574	+4%	+$15.5K	0.32%	57
2019 Q4	$350K	Sell	13,116 -758	-5%	-$20.3K	0.25%	61
2019 Q3	$374K	Hold	13,874	–	–	0.28%	57
2019 Q2	$368K	Sell	13,874 -240	-2%	-$6.24K	0.28%	55
2019 Q1	$366K	Sell	14,114 -450	-3%	-$11.5K	0.28%	56
2018 Q4	$368K	Sell	14,564 -1,040	-7%	-$26K	0.31%	54
2018 Q3	$392K	Sell	15,604 -1,514	-9%	-$38.2K	0.3%	53
2018 Q2	$433K	Hold	17,118	–	–	0.33%	52
2018 Q1	$437K	Sell	17,118 -420	-2%	-$10.7K	0.34%	54
2017 Q4	$456K	Buy	17,538 +744	+4%	+$19.4K	0.35%	54
2017 Q3	$440K	Buy	16,794 +4,286	+34%	+$112K	0.33%	52
2017 Q2	$327K	Buy	12,508 +1,948	+18%	+$50.8K	0.25%	54
2017 Q1	$273K	Buy	+10,560	New	+$273K	0.21%	54

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

APP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Foothills Asset Management's SCHZ Position: Q1 2020 in Review

Foothills Asset Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.4% in Q1 2020, buying an estimated $15.5K and bringing the position to 13,690 shares worth $371K. The position accounts for 0.32% of the portfolio, ranked #57.

Foothills Asset Management first reported a position in SCHZ in Q1 2017 and has held it in 13 quarters since. The position peaked at $456K in Q4 2017. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

Foothills Asset Management held 13,690 shares of Schwab US Aggregate Bond ETF worth $371K as of Q1 2020.
Foothills Asset Management bought 574 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $15.5K.
Schwab US Aggregate Bond ETF made up 0.32% of Foothills Asset Management's portfolio in Q1 2020, its #57 holding.
Foothills Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 13 quarters since.
Foothills Asset Management's Schwab US Aggregate Bond ETF position peaked at $456K in Q4 2017.
468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.