GCM
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G2 Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

G2 Capital 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
2022
Q1 		– Sell
-400,794
Closed -$10.8M – 85
2021
Q4 		$10.8M Buy
+400,794
New +$10.8M 4.02% 6

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OIA
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
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Financial Engines Advisors
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

G2 Capital Management's SCHZ Position: Q1 2022 in Review

G2 Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 400,794 shares — an estimated $10.8M sold.

G2 Capital Management first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $10.8M in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • G2 Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • G2 Capital Management sold 400,794 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $10.8M.
  • G2 Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • G2 Capital Management's Schwab US Aggregate Bond ETF position peaked at $10.8M in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on G2 Capital Management's 13F filing for Q1 2022, filed 13 May 2022.