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Hoertkorn Richard Charles’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hoertkorn Richard Charles’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
Q4 		– Sell
-700
Closed -$19K – 88
2019
Q3 		$19K Buy
+700
New +$18.7K 0.01% 70

Other funds holding SCHZ

Charles Schwab
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Hoertkorn Richard Charles's SCHZ Position: Q4 2019 in Review

Hoertkorn Richard Charles sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 700 shares — an estimated $19K sold.

Hoertkorn Richard Charles first reported a position in SCHZ in Q3 2019 and held it in 1 quarter. The position peaked at $19K in Q3 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • Hoertkorn Richard Charles reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 700 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $19K.
  • Hoertkorn Richard Charles first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Hoertkorn Richard Charles's Schwab US Aggregate Bond ETF position peaked at $19K in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2019, filed 29 Jan 2020.