KCS Wealth Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

KCS Wealth 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
2022 Q3	–	Sell	-51,002	Closed	-$1.22M	–	154
2022 Q2	$1.22M	Buy	51,002 +31,912	+167%	+$772K	0.54%	65
2022 Q1	$483K	Sell	19,090 -5,176	-21%	-$134K	0.22%	102
2021 Q4	$654K	Sell	24,266 -2,652	-10%	-$71.7K	0.26%	99
2021 Q3	$730K	Sell	26,918 -2,156	-7%	-$59.1K	0.35%	85
2021 Q2	$794K	Sell	29,074 -8,070	-22%	-$219K	0.37%	85
2021 Q1	$1M	Sell	37,144 -276	-0.7%	-$7.58K	0.52%	73
2020 Q4	$1.05M	Buy	37,420 +9,106	+32%	+$255K	0.69%	53
2020 Q3	$794K	Buy	28,314 +10,512	+59%	+$296K	0.63%	66
2020 Q2	$501K	Buy	17,802 +9,838	+124%	+$274K	0.41%	86
2020 Q1	$216K	Buy	+7,964	New	+$215K	0.22%	123

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

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

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

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

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

APP

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

RIM

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

HCM

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

KCS Wealth Advisory's SCHZ Position: Q3 2022 in Review

KCS Wealth Advisory sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 51,002 shares — an estimated $1.22M sold.

KCS Wealth Advisory first reported a position in SCHZ in Q1 2020 and held it in 10 quarters. The position peaked at $1.22M in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

KCS Wealth Advisory reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
KCS Wealth Advisory sold 51,002 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $1.22M.
KCS Wealth Advisory first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 10 quarters.
KCS Wealth Advisory's Schwab US Aggregate Bond ETF position peaked at $1.22M in Q2 2022.
503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.