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Laurel Wealth Advisors (California)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Laurel Wealth Advisors (California)’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
-8,728
Closed -$209K – 664
2022
Q2 		$209K Sell
8,728
-188
-2% -$4.55K 0.02% 627
2022
Q1 		$225K Sell
8,916
-70
-0.8% -$1.82K 0.02% 685
2021
Q4 		$242K Buy
8,986
+600
+7% +$16.2K 0.02% 692
2021
Q3 		$228K Buy
8,386
+350
+4% +$9.6K 0.04% 408
2021
Q2 		$219K Buy
8,036
+80
+1% +$2.17K 0.03% 472
2021
Q1 		$215K Sell
7,956
-11,606
-59% -$319K 0.03% 433
2020
Q4 		$548K Buy
19,562
+404
+2% +$11.3K 0.08% 231
2020
Q3 		$537K Sell
19,158
-434
-2% -$12.2K 0.09% 216
2020
Q2 		$551K Buy
19,592
+52
+0.3% +$1.45K 0.1% 210
2020
Q1 		$530K Buy
19,540
+10,626
+119% +$287K 0.12% 192
2019
Q4 		$238K Sell
8,914
-14,640
-62% -$392K 0.04% 406
2019
Q3 		$634K Buy
23,554
+14,154
+151% +$379K 0.11% 211
2019
Q2 		$249K Buy
9,400
+512
+6% +$13.3K 0.05% 338
2019
Q1 		$231K Buy
+8,888
New +$227K 0.06% 340
2018
Q4 		– Sell
-10,046
Closed -$252K – 422
2018
Q3 		$252K Buy
10,046
+822
+9% +$20.8K 0.06% 326
2018
Q2 		$233K Buy
9,224
+288
+3% +$7.28K 0.06% 326
2018
Q1 		$227K Buy
8,936
+314
+4% +$8.03K 0.07% 302
2017
Q4 		$224K Buy
8,622
+398
+5% +$10.4K 0.06% 312
2017
Q3 		$215K Sell
8,224
-20
-0.2% -$524 0.07% 279
2017
Q2 		$215K Buy
8,244
+96
+1% +$2.5K 0.08% 269
2017
Q1 		$210K Buy
+8,148
New +$210K 0.08% 250

Other funds holding SCHZ

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Wealth Enhancement Advisory Services
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
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
Ameriprise
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

Laurel Wealth Advisors (California)'s SCHZ Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 8,728 shares — an estimated $209K sold.

Laurel Wealth Advisors (California) first reported a position in SCHZ in Q1 2017 and held it in 21 quarters. The position peaked at $634K in Q3 2019. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,728 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $209K.
  • Laurel Wealth Advisors (California) first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 21 quarters.
  • Laurel Wealth Advisors (California)'s Schwab US Aggregate Bond ETF position peaked at $634K in Q3 2019.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.