GSC
SCHZ icon

Ground Swell Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ground Swell Capital’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
-8,688
Closed -$220K – 175
2022
Q1 		$220K Buy
+8,688
New +$226K 0.57% 36

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ground Swell Capital's SCHZ Position: Q2 2022 in Review

Ground Swell Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 8,688 shares — an estimated $220K sold.

Ground Swell Capital first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $220K in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Ground Swell Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Ground Swell Capital sold 8,688 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $220K.
  • Ground Swell Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Ground Swell Capital's Schwab US Aggregate Bond ETF position peaked at $220K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Ground Swell Capital's 13F filing for Q2 2022, filed 11 Aug 2022.