Intelligence Driven Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Intelligence Driven Advisers’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	-16,770	Closed	-$452K	–	94
2021 Q1	$452K	Sell	16,770 -1,164	-6%	-$32K	0.1%	55
2020 Q4	$502K	Sell	17,934 -46	-0.3%	-$1.29K	0.11%	64
2020 Q3	$504K	Sell	17,980 -17,890	-50%	-$505K	0.12%	50
2020 Q2	$1.01M	Buy	35,870 +1,298	+4%	+$36.1K	0.36%	44
2020 Q1	$938K	Sell	34,572 -14,016	-29%	-$379K	0.43%	42
2019 Q4	$1.3M	Sell	48,588 -4,346	-8%	-$116K	0.59%	34
2019 Q3	$1.43M	Sell	52,934 -21,766	-29%	-$582K	0.67%	30
2019 Q2	$1.98M	Sell	74,700 -6,790	-8%	-$177K	0.94%	30
2019 Q1	$2.11M	Buy	81,490 +7,378	+10%	+$188K	1.16%	25
2018 Q4	$1.88M	Buy	+74,112	New	+$1.85M	1.19%	27

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $4.02B AUM 20% 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 $11.8B AUM 21.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Intelligence Driven Advisers's SCHZ Position: Q2 2021 in Review

Intelligence Driven Advisers sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 16,770 shares — an estimated $452K sold.

Intelligence Driven Advisers first reported a position in SCHZ in Q4 2018 and held it in 10 quarters. The position peaked at $2.11M in Q1 2019. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

Intelligence Driven Advisers reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Intelligence Driven Advisers sold 16,770 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $452K.
Intelligence Driven Advisers first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 10 quarters.
Intelligence Driven Advisers's Schwab US Aggregate Bond ETF position peaked at $2.11M in Q1 2019.
486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Intelligence Driven Advisers's 13F filing for Q2 2021, filed 29 Jul 2021.