Hudock Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hudock Inc’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	-704	Closed	-$18K	–	857
2021 Q1	$18K	Buy	+704	New	+$19.3K	0.01%	454
2020 Q2	–	Sell	-370	Closed	-$10K	–	770
2020 Q1	$10K	Sell	370 -4,030	-92%	-$109K	﹤0.01%	402
2019 Q4	$117K	Hold	4,400	–	–	0.04%	161
2019 Q3	$118K	Sell	4,400 -1,026	-19%	-$27.4K	0.04%	153
2019 Q2	$143K	Sell	5,426 -69,670	-93%	-$1.81M	0.05%	127
2019 Q1	$1.95M	Sell	75,096 -10,104	-12%	-$258K	0.7%	33
2018 Q4	$2.15M	Sell	85,200 -15,172	-15%	-$379K	0.89%	27
2018 Q3	$2.52M	Buy	100,372 +100,122	+40,049%	+$2.53M	0.98%	23
2018 Q2	$6K	Sell	250 -12,232	-98%	-$309K	﹤0.01%	477
2018 Q1	$318K	Buy	+12,482	New	+$319K	0.13%	84

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Hudock Inc's SCHZ Position: Q2 2021 in Review

Hudock Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 704 shares — an estimated $18K sold.

Hudock Inc first reported a position in SCHZ in Q1 2018 and held it in 10 quarters. The position peaked at $2.52M in Q3 2018. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

Hudock Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Hudock Inc sold 704 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $18K.
Hudock Inc first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 10 quarters.
Hudock Inc's Schwab US Aggregate Bond ETF position peaked at $2.52M in Q3 2018.
486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Hudock Inc's 13F filing for Q2 2021, filed 9 Aug 2021.