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Foster Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Foster Group’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
Q3 		– Sell
-28,516
Closed -$683K – 144
2022
Q2 		$683K Buy
28,516
+4
+0% +$97 0.05% 82
2022
Q1 		$721K Sell
28,512
-594
-2% -$15.4K 0.06% 75
2021
Q4 		$784K Buy
29,106
+5,338
+22% +$144K 0.07% 70
2021
Q3 		$645K Buy
23,768
+4
+0% +$110 0.06% 75
2021
Q2 		$649K Buy
23,764
+2
+0% +$54 0.07% 75
2021
Q1 		$641K Buy
23,762
+2
+0% +$55 0.1% 61
2020
Q4 		$665K Buy
+23,760
New +$664K 0.12% 49

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
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
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
Ameriprise
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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Foster Group's SCHZ Position: Q3 2022 in Review

Foster Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 28,516 shares — an estimated $683K sold.

Foster Group first reported a position in SCHZ in Q4 2020 and held it in 7 quarters. The position peaked at $784K in Q4 2021. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Foster Group reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Foster Group sold 28,516 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $683K.
  • Foster Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 7 quarters.
  • Foster Group's Schwab US Aggregate Bond ETF position peaked at $784K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Foster Group's 13F filing for Q3 2022, filed 13 Oct 2022.