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

JNBA Financial 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
2023 Q1	–	Sell	-154	Closed	-$3.52K	–	734
2022 Q4	$3.52K	Hold	154	–	–	﹤0.01%	546
2022 Q3	$3K	Hold	154	–	–	﹤0.01%	579
2022 Q2	$4K	Buy	+154	New	+$3.73K	﹤0.01%	592
2020 Q3	–	Sell	-100	Closed	-$3K	–	585
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	497
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	491
2019 Q4	$3K	Sell	100 -360	-78%	-$9.65K	﹤0.01%	538
2019 Q3	$12K	Hold	460	–	–	﹤0.01%	393
2019 Q2	$12K	Hold	460	–	–	﹤0.01%	417
2019 Q1	$12K	Hold	460	–	–	﹤0.01%	390
2018 Q4	$12K	Sell	460 -1,440	-76%	-$36K	﹤0.01%	361
2018 Q3	$48K	Buy	+1,900	New	+$48K	0.02%	227
2016 Q1	–	Sell	-568	Closed	-$14K	–	560
2015 Q4	$14K	Hold	568	–	–	0.01%	318
2015 Q3	$13K	Hold	568	–	–	0.01%	326
2015 Q2	$14K	Hold	568	–	–	0.01%	327
2015 Q1	$14K	Hold	568	–	–	0.01%	333
2014 Q4	$14K	Hold	568	–	–	0.01%	326
2014 Q3	$13K	Hold	568	–	–	0.01%	341
2014 Q2	$13K	Buy	+568	New	+$14.6K	0.01%	322

Other funds holding SCHZ

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

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

OIA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

JNBA Financial Advisors's SCHZ Position: Q1 2023 in Review

JNBA Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 154 shares — an estimated $3.52K sold.

JNBA Financial Advisors first reported a position in SCHZ in Q2 2014 and held it in 18 quarters. The position peaked at $48K in Q3 2018. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

JNBA Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
JNBA Financial Advisors sold 154 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $3.52K.
JNBA Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and held it in 18 quarters.
JNBA Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $48K in Q3 2018.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.