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Hoese & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hoese & Co’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
2021
Q2 		– Sell
-180,016
Closed -$4.86M – 210
2021
Q1 		$4.86M Buy
180,016
+3,480
+2% +$95.5K 6% 4
2020
Q4 		$4.91M Buy
+176,536
New +$4.94M 9.05% 4

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Hoese & Co's SCHZ Position: Q2 2021 in Review

Hoese & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 180,016 shares — an estimated $4.86M sold.

Hoese & Co first reported a position in SCHZ in Q4 2020 and held it in 2 quarters. The position peaked at $4.91M in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Hoese & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Hoese & Co sold 180,016 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $4.86M.
  • Hoese & Co first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Hoese & Co's Schwab US Aggregate Bond ETF position peaked at $4.91M in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Hoese & Co's 13F filing for Q2 2021, filed 13 Jul 2021.