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	2.56%	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 $654B AUM 26.35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Financial Engines Advisors

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

Envestnet Asset Management

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

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

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

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