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Gladstone Institutional Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-19,288
Closed -$523K – 292
2020
Q1 		$523K Sell
19,288
-17,298
-47% -$467K 0.13% 134
2019
Q4 		$977K Sell
36,586
-9,172
-20% -$246K 0.24% 88
2019
Q3 		$1.23M Sell
45,758
-8,124
-15% -$217K 0.31% 65
2019
Q2 		$1.43M Buy
53,882
+3,252
+6% +$84.6K 0.44% 53
2019
Q1 		$1.31M Buy
+50,630
New +$1.29M 0.48% 49

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

Gladstone Institutional Advisory's SCHZ Position: Q2 2020 in Review

Gladstone Institutional Advisory sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 19,288 shares — an estimated $523K sold.

Gladstone Institutional Advisory first reported a position in SCHZ in Q1 2019 and held it in 5 quarters. The position peaked at $1.43M in Q2 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Gladstone Institutional Advisory reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 19,288 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $523K.
  • Gladstone Institutional Advisory first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Schwab US Aggregate Bond ETF position peaked at $1.43M in Q2 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2020, filed 17 Aug 2020.