Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
SCHZ icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
Q1 		– Sell
-1,100,000
Closed -$29.6M – 1899
2021
Q4 		$29.6M Buy
1,100,000
+200,000
+22% +$5.41M 0.06% 217
2021
Q3 		$24.4M Buy
+900,000
New +$24.7M 0.06% 205

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SCHZ Position: Q1 2022 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 1,100,000 shares — an estimated $29.6M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SCHZ in Q3 2021 and held it in 2 quarters. The position peaked at $29.6M in Q4 2021. 541 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 1,100,000 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $29.6M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Schwab US Aggregate Bond ETF position peaked at $29.6M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2022, filed 12 May 2022.