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

Kays Financial Advisory’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
2020 Q3	$286K	Buy	10,212 +180	+2%	+$5.08K	0.05%	77
2020 Q2	$282K	Sell	10,032 -494	-5%	-$13.7K	0.05%	76
2020 Q1	$286K	Buy	10,526 +502	+5%	+$13.6K	0.06%	67
2019 Q4	$268K	Sell	10,024 -11,928	-54%	-$320K	0.05%	74
2019 Q3	$591K	Buy	21,952 +1,790	+9%	+$47.9K	0.11%	69
2019 Q2	$535K	Buy	20,162 +276	+1%	+$7.18K	0.1%	69
2019 Q1	$516K	Sell	19,886 -424,048	-96%	-$10.8M	0.1%	69
2018 Q4	$11.2M	Buy	443,934 +424,632	+2,200%	+$10.6M	2.55%	15
2018 Q3	$485K	Buy	+19,302	New	+$488K	0.1%	67
2018 Q1	–	Sell	-9,140	Closed	-$237K	–	92
2017 Q4	$237K	Buy	9,140 +390	+4%	+$10.2K	0.07%	78
2017 Q3	$230K	Buy	+8,750	New	+$229K	0.07%	75

Other funds holding SCHZ

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

AFA

Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kays Financial Advisory's SCHZ Position: Q3 2020 in Review

Kays Financial Advisory increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q3 2020, buying an estimated $5.08K and bringing the position to 10,212 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #77.

Kays Financial Advisory first reported a position in SCHZ in Q3 2017 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2018. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

Kays Financial Advisory held 10,212 shares of Schwab US Aggregate Bond ETF worth $286K as of Q3 2020.
Kays Financial Advisory bought 180 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $5.08K.
Schwab US Aggregate Bond ETF made up 0.05% of Kays Financial Advisory's portfolio in Q3 2020, its #77 holding.
Kays Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and has held it in 11 quarters since.
Kays Financial Advisory's Schwab US Aggregate Bond ETF position peaked at $11.2M in Q4 2018.
461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.