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Hurlow Wealth Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hurlow Wealth Management 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
2022
Q2 		– Sell
-14,706
Closed -$372K – 97
2022
Q1 		$372K Sell
14,706
-5,766
-28% -$150K 0.23% 65
2021
Q4 		$570K Buy
20,472
+2,100
+11% +$56.8K 0.45% 37
2021
Q3 		$498K Sell
18,372
-178
-1% -$4.88K 0.3% 50
2021
Q2 		$506K Sell
18,550
-1,754
-9% -$47.6K 0.33% 49
2021
Q1 		$548K Sell
20,304
-232
-1% -$6.37K 0.4% 44
2020
Q4 		$575K Sell
20,536
-2,200
-10% -$61.5K 0.45% 39
2020
Q3 		$638K Sell
22,736
-3,362
-13% -$94.8K 0.58% 29
2020
Q2 		$735K Sell
26,098
-75,590
-74% -$2.1M 0.71% 25
2020
Q1 		$2.83M Sell
101,688
-15,480
-13% -$418K 3.03% 10
2019
Q4 		$3.15M Sell
117,168
-13,790
-11% -$370K 3.09% 11
2019
Q3 		$3.52M Buy
130,958
+13,188
+11% +$353K 3.74% 8
2019
Q2 		$3.11M Buy
117,770
+16,226
+16% +$422K 3.27% 10
2019
Q1 		$2.63M Buy
101,544
+1,018
+1% +$26K 2.82% 13
2018
Q4 		$2.55M Buy
+100,526
New +$2.51M 3.08% 12

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Hurlow Wealth Management Group's SCHZ Position: Q2 2022 in Review

Hurlow Wealth Management Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 14,706 shares — an estimated $372K sold.

Hurlow Wealth Management Group first reported a position in SCHZ in Q4 2018 and held it in 14 quarters. The position peaked at $3.52M in Q3 2019. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Hurlow Wealth Management Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 14,706 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $372K.
  • Hurlow Wealth Management Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Hurlow Wealth Management Group's Schwab US Aggregate Bond ETF position peaked at $3.52M in Q3 2019.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2022, filed 11 Jul 2022.