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Lenox Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lenox Wealth Management’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
Q2 		$13K Buy
478
+170
+55% +$4.73K ﹤0.01% 402
2020
Q1 		$8K Buy
308
+14
+5% +$378 ﹤0.01% 424
2019
Q4 		$8K Sell
294
-426
-59% -$11.4K ﹤0.01% 480
2019
Q3 		$19K Sell
720
-318
-31% -$8.51K 0.01% 373
2019
Q2 		$27K Hold
1,038
– – 0.01% 310
2019
Q1 		$27K Buy
+1,038
New +$26.5K 0.01% 308

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Lenox Wealth Management's SCHZ Position: Q2 2020 in Review

Lenox Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 55% in Q2 2020, buying an estimated $4.73K and bringing the position to 478 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Lenox Wealth Management first reported a position in SCHZ in Q1 2019 and has held it in 6 quarters since. The position peaked at $27K in Q2 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Lenox Wealth Management held 478 shares of Schwab US Aggregate Bond ETF worth $13K as of Q2 2020.
  • Lenox Wealth Management bought 170 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $4.73K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #402 holding.
  • Lenox Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's Schwab US Aggregate Bond ETF position peaked at $27K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.