Human Investing’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Human Investing’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	-3,894	Closed	-$105K	–	256
2021 Q1	$105K	Buy	3,894 +276	+8%	+$7.58K	0.03%	127
2020 Q4	$101K	Buy	3,618 +138	+4%	+$3.86K	0.03%	140
2020 Q3	$98K	Buy	3,480 +144	+4%	+$4.06K	0.03%	126
2020 Q2	$94K	Buy	3,336 +290	+10%	+$8.07K	0.03%	131
2020 Q1	$83K	Sell	3,046 -1,282	-30%	-$34.6K	0.04%	123
2019 Q4	$116K	Buy	4,328 +256	+6%	+$6.86K	0.04%	148
2019 Q3	$110K	Buy	4,072 +296	+8%	+$7.92K	0.04%	137
2019 Q2	$100K	Buy	3,776 +96	+3%	+$2.5K	0.04%	160
2019 Q1	$95K	Buy	3,680 +114	+3%	+$2.91K	0.04%	153
2018 Q4	$90K	Buy	+3,566	New	+$89K	0.04%	161

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

Human Investing's SCHZ Position: Q2 2021 in Review

Human Investing sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 3,894 shares — an estimated $105K sold.

Human Investing first reported a position in SCHZ in Q4 2018 and held it in 10 quarters. The position peaked at $116K in Q4 2019. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

Human Investing reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Human Investing sold 3,894 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $105K.
Human Investing first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 10 quarters.
Human Investing's Schwab US Aggregate Bond ETF position peaked at $116K in Q4 2019.
486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.