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Gainplan’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Gainplan’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
Q2 		– Sell
-13,680
Closed -$346K – 48
2022
Q1 		$346K Sell
13,680
-8,130
-37% -$211K 0.26% 28
2021
Q4 		$588K Sell
21,810
-882
-4% -$23.8K 0.25% 26
2021
Q3 		$614K Sell
22,692
-3,838
-14% -$105K 0.27% 29
2021
Q2 		$719K Sell
26,530
-5,778
-18% -$157K 0.28% 36
2021
Q1 		$870K Sell
32,308
-3,874
-11% -$106K 0.39% 21
2020
Q4 		$1.01M Sell
36,182
-10,424
-22% -$291K 0.53% 19
2020
Q3 		$1.31M Sell
46,606
-3,372
-7% -$95.1K 1.91% 9
2020
Q2 		$1.41M Sell
49,978
-10,284
-17% -$286K 0.91% 11
2020
Q1 		$1.64M Sell
60,262
-8,460
-12% -$228K 1.83% 6
2019
Q4 		$1.84M Sell
68,722
-16,844
-20% -$451K 0.97% 10
2019
Q3 		$2.3M Buy
85,566
+21,872
+34% +$585K 1.38% 7
2019
Q2 		$1.69M Buy
+63,694
New +$1.66M 1.02% 5

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Gainplan's SCHZ Position: Q2 2022 in Review

Gainplan sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 13,680 shares — an estimated $346K sold.

Gainplan first reported a position in SCHZ in Q2 2019 and held it in 12 quarters. The position peaked at $2.3M in Q3 2019. 534 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Gainplan reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Gainplan sold 13,680 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $346K.
  • Gainplan first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 12 quarters.
  • Gainplan's Schwab US Aggregate Bond ETF position peaked at $2.3M in Q3 2019.
  • 534 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Gainplan's 13F filing for Q2 2022, filed 8 Aug 2022.