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Independence Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Independence Advisors’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 		$58K Buy
2,056
+1,458
+244% +$41.1K 0.01% 119
2020
Q2 		$17K Sell
598
-20
-3% -$556 ﹤0.01% 138
2020
Q1 		$17K Sell
618
-22
-3% -$594 ﹤0.01% 126
2019
Q4 		$17K Buy
+640
New +$17.2K ﹤0.01% 138

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

Independence Advisors's SCHZ Position: Q3 2020 in Review

Independence Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 244% in Q3 2020, buying an estimated $41.1K and bringing the position to 2,056 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #119.

Independence Advisors first reported a position in SCHZ in Q4 2019 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • Independence Advisors held 2,056 shares of Schwab US Aggregate Bond ETF worth $58K as of Q3 2020.
  • Independence Advisors bought 1,458 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $41.1K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #119 holding.
  • Independence Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.