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

Ironwood Investment Counsel’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
2019 Q2	–	Sell	-8,096	Closed	-$210K	–	161
2019 Q1	$210K	Hold	8,096	–	–	0.08%	150
2018 Q4	$204K	Hold	8,096	–	–	0.09%	148
2018 Q3	$203K	Hold	8,096	–	–	0.08%	147
2018 Q2	$204K	Hold	8,096	–	–	0.09%	138
2018 Q1	$206K	Hold	8,096	–	–	0.09%	133
2017 Q4	$210K	Sell	8,096 -5,000	-38%	-$130K	0.08%	141
2017 Q3	$343K	Buy	+13,096	New	+$343K	0.14%	109

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

OIA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ironwood Investment Counsel's SCHZ Position: Q2 2019 in Review

Ironwood Investment Counsel sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 8,096 shares — an estimated $210K sold.

Ironwood Investment Counsel first reported a position in SCHZ in Q3 2017 and held it in 7 quarters. The position peaked at $343K in Q3 2017. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

Ironwood Investment Counsel reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
Ironwood Investment Counsel sold 8,096 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $210K.
Ironwood Investment Counsel first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and held it in 7 quarters.
Ironwood Investment Counsel's Schwab US Aggregate Bond ETF position peaked at $343K in Q3 2017.
401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Ironwood Investment Counsel's 13F filing for Q2 2019, filed 29 Jul 2019.