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

HC Financial 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
2022
Q2 		– Sell
-18,080
Closed -$457K – 358
2022
Q1 		$457K Sell
18,080
-950
-5% -$24.7K 0.27% 70
2021
Q4 		$513K Hold
19,030
– – 0.29% 69
2021
Q3 		$516K Hold
19,030
– – 0.31% 66
2021
Q2 		$520K Hold
19,030
– – 0.3% 67
2021
Q1 		$513K Hold
19,030
– – 0.31% 65
2020
Q4 		$533K Hold
19,030
– – 0.34% 61
2020
Q3 		$534K Buy
+19,030
New +$537K 0.38% 62

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 $4.02B AUM 20% 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

HC Financial Advisors's SCHZ Position: Q2 2022 in Review

HC Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 18,080 shares — an estimated $457K sold.

HC Financial Advisors first reported a position in SCHZ in Q3 2020 and held it in 7 quarters. The position peaked at $534K in Q3 2020. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • HC Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 18,080 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $457K.
  • HC Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 7 quarters.
  • HC Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $534K in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.