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

HCR Wealth 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
2020
Q2 		– Sell
-132
Closed -$4K – 261
2020
Q1 		$4K Hold
132
– – ﹤0.01% 228
2019
Q4 		$4K Buy
+132
New +$3.54K ﹤0.01% 224

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Ameriprise
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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

HCR Wealth Advisors's SCHZ Position: Q2 2020 in Review

HCR Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 132 shares — an estimated $4K sold.

HCR Wealth Advisors first reported a position in SCHZ in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • HCR Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 132 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $4K.
  • HCR Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • HCR Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $4K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on HCR Wealth Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.