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Harborview Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Harborview Advisors’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
2021
Q3 		$816K Buy
30,082
+8,320
+38% +$228K 0.46% 45
2021
Q2 		$594K Buy
21,762
+18
+0.1% +$488 0.33% 59
2021
Q1 		$587K Buy
21,744
+12,908
+146% +$354K 0.35% 58
2020
Q4 		$248K Sell
8,836
-3,796
-30% -$106K 0.17% 85
2020
Q3 		$354K Buy
12,632
+3,028
+32% +$85.4K 0.27% 64
2020
Q2 		$270K Sell
9,604
-820
-8% -$22.8K 0.22% 73
2020
Q1 		$283K Buy
10,424
+488
+5% +$13.2K 0.28% 62
2019
Q4 		$265K Sell
9,936
-732
-7% -$19.6K 0.2% 69
2019
Q3 		$287K Sell
10,668
-74
-0.7% -$1.98K 0.23% 63
2019
Q2 		$285K Sell
10,742
-1,030
-9% -$26.8K 0.23% 63
2019
Q1 		$305K Buy
11,772
+488
+4% +$12.4K 0.26% 52
2018
Q4 		$285K Buy
11,284
+236
+2% +$5.89K 0.33% 38
2018
Q3 		$278K Sell
11,048
-233,710
-95% -$5.9M 0.28% 46
2018
Q2 		$6.2M Buy
244,758
+9,306
+4% +$235K 5.71% 5
2018
Q1 		$6.01M Buy
235,452
+8,488
+4% +$217K 5.7% 5
2017
Q4 		$5.91M Buy
+226,964
New +$5.92M 5.65% 5

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Harborview Advisors's SCHZ Position: Q3 2021 in Review

Harborview Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 38% in Q3 2021, buying an estimated $228K and bringing the position to 30,082 shares worth $816K. The position accounts for 0.46% of the portfolio, ranked #45.

Harborview Advisors first reported a position in SCHZ in Q4 2017 and has held it in 16 quarters since. The position peaked at $6.2M in Q2 2018. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Harborview Advisors held 30,082 shares of Schwab US Aggregate Bond ETF worth $816K as of Q3 2021.
  • Harborview Advisors bought 8,320 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $228K.
  • Schwab US Aggregate Bond ETF made up 0.46% of Harborview Advisors's portfolio in Q3 2021, its #45 holding.
  • Harborview Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 16 quarters since.
  • Harborview Advisors's Schwab US Aggregate Bond ETF position peaked at $6.2M in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.