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Houlihan Financial Resource Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Houlihan Financial Resource Group’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
Q3 		$71K Buy
+2,554
New +$72K 0.04% 148

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Wealth Enhancement Advisory Services
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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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Houlihan Financial Resource Group's SCHZ Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2020: 2,554 shares worth $71K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • Houlihan Financial Resource Group held 2,554 shares of Schwab US Aggregate Bond ETF worth $71K as of Q3 2020.
  • Schwab US Aggregate Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • Schwab US Aggregate Bond ETF made up 0.04% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #148 holding.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.