Ironwood Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-116	Closed	-$3K	–	456
2021 Q3	$3K	Hold	116	–	–	﹤0.01%	483
2021 Q2	$3K	Hold	116	–	–	﹤0.01%	480
2021 Q1	$3K	Hold	116	–	–	﹤0.01%	465
2020 Q4	$3K	Hold	116	–	–	﹤0.01%	424
2020 Q3	$3K	Hold	116	–	–	﹤0.01%	372
2020 Q2	$3K	Hold	116	–	–	﹤0.01%	352
2020 Q1	$3K	Hold	116	–	–	﹤0.01%	303
2019 Q4	$3K	Hold	116	–	–	﹤0.01%	335
2019 Q3	$3K	Hold	116	–	–	﹤0.01%	339
2019 Q2	$3K	Hold	116	–	–	﹤0.01%	338
2019 Q1	$3K	Buy	+116	New	+$2.96K	﹤0.01%	335
2017 Q1	–	Sell	-990	Closed	-$25K	–	279
2016 Q4	$25K	Sell	990 -10	-1%	-$262	0.02%	118
2016 Q3	$27K	Hold	1,000	–	–	0.02%	118
2016 Q2	$27K	Sell	1,000 -900	-47%	-$23.9K	0.02%	118
2016 Q1	$50K	Buy	+1,900	New	+$49.6K	0.04%	87
2015 Q3	$50K	Hold	1,900	–	–	0.02%	112
2015 Q2	$49K	Hold	1,900	–	–	0.02%	115
2015 Q1	$50K	Sell	1,900 -246	-11%	-$6.49K	0.02%	111
2014 Q4	$56K	Buy	+2,146	New	+$56K	0.03%	97

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

OIA

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

MFRM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ironwood Financial's SCHZ Position: Q4 2021 in Review

Ironwood Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 116 shares — an estimated $3K sold.

Ironwood Financial first reported a position in SCHZ in Q4 2014 and held it in 19 quarters. The position peaked at $56K in Q4 2014. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

Ironwood Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 116 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 19 quarters.
Ironwood Financial's Schwab US Aggregate Bond ETF position peaked at $56K in Q4 2014.
531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.