Goldstein Munger & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Goldstein Munger & Associates’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	-10,464	Closed	-$282K	–	37
2021 Q4	$282K	Sell	10,464 -20	-0.2%	-$541	0.07%	31
2021 Q3	$284K	Buy	+10,484	New	+$287K	0.08%	31
2021 Q1	–	Sell	-14,772	Closed	-$414K	–	37
2020 Q4	$414K	Buy	14,772 +2,616	+22%	+$73.2K	0.12%	32
2020 Q3	$341K	Buy	12,156 +12	+0.1%	+$338	0.11%	32
2020 Q2	$341K	Buy	12,144 +4,066	+50%	+$113K	0.13%	33
2020 Q1	$219K	Buy	+8,078	New	+$218K	0.11%	34
2017 Q1	–	Sell	-8,246	Closed	-$212K	–	43
2016 Q4	$212K	Buy	+8,246	New	+$216K	0.09%	37

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Goldstein Munger & Associates's SCHZ Position: Q1 2022 in Review

Goldstein Munger & Associates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 10,464 shares — an estimated $282K sold.

Goldstein Munger & Associates first reported a position in SCHZ in Q4 2016 and held it in 7 quarters. The position peaked at $414K in Q4 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Goldstein Munger & Associates reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Goldstein Munger & Associates sold 10,464 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $282K.
Goldstein Munger & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 7 quarters.
Goldstein Munger & Associates's Schwab US Aggregate Bond ETF position peaked at $414K in Q4 2020.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Goldstein Munger & Associates's 13F filing for Q1 2022, filed 10 May 2022.