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

Frontier 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
Q2 		$305K Buy
+10,842
New +$302K 0.02% 212
2019
Q2 		– Sell
-9,828
Closed -$255K – 281
2019
Q1 		$255K Sell
9,828
-70
-0.7% -$1.79K 0.02% 222
2018
Q4 		$250K Buy
9,898
+1,450
+17% +$36.2K 0.02% 210
2018
Q3 		$212K Hold
8,448
– – 0.02% 233
2018
Q2 		$214K Buy
+8,448
New +$213K 0.02% 219

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Frontier Investment Management's SCHZ Position: Q2 2020 in Review

Frontier Investment Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020: 10,842 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Frontier Investment Management previously reported a position in SCHZ as recently as Q1 2019.

Frontier Investment Management first reported a position in SCHZ in Q2 2018 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Frontier Investment Management held 10,842 shares of Schwab US Aggregate Bond ETF worth $305K as of Q2 2020.
  • Schwab US Aggregate Bond ETF was a new Frontier Investment Management position in Q2 2020.
  • Schwab US Aggregate Bond ETF made up 0.02% of Frontier Investment Management's portfolio in Q2 2020, its #212 holding.
  • Frontier Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.