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 $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

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

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

Financial Engines Advisors

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

Mercer Global Advisors

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