Harvest Group Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Harvest Group Wealth Management’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
2019 Q2	–	Sell	-6,036	Closed	-$157K	–	986
2019 Q1	$157K	Sell	6,036 -538,324	-99%	-$13.7M	0.14%	45
2018 Q4	$13.8M	Sell	544,360 -1,038	-0.2%	-$25.9K	17.8%	3
2018 Q3	$13.7M	Buy	545,398 +417,590	+327%	+$10.5M	9.56%	6
2018 Q2	$3.24M	Buy	127,808 +30,848	+32%	+$779K	2.23%	13
2018 Q1	$2.47M	Buy	96,960 +7,884	+9%	+$202K	1.67%	13
2017 Q4	$2.32M	Buy	+89,076	New	+$2.32M	1.41%	14

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Harvest Group Wealth Management's SCHZ Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 6,036 shares — an estimated $157K sold.

Harvest Group Wealth Management first reported a position in SCHZ in Q4 2017 and held it in 6 quarters. The position peaked at $13.8M in Q4 2018. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

Harvest Group Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 6,036 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $157K.
Harvest Group Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 6 quarters.
Harvest Group Wealth Management's Schwab US Aggregate Bond ETF position peaked at $13.8M in Q4 2018.
401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.