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

Liberty 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
2021 Q4	–	Sell	-548	Closed	-$15K	–	923
2021 Q3	$15K	Hold	548	–	–	0.01%	726
2021 Q2	$15K	Buy	548 +14	+3%	+$380	0.01%	572
2021 Q1	$14K	Hold	534	–	–	0.01%	532
2020 Q4	$14K	Hold	534	–	–	0.01%	529
2020 Q3	$15K	Hold	534	–	–	0.01%	453
2020 Q2	$15K	Hold	534	–	–	0.01%	424
2020 Q1	$14K	Hold	534	–	–	0.01%	416
2019 Q4	$14K	Sell	534 -4,264	-89%	-$114K	0.01%	481
2019 Q3	$129K	Buy	4,798 +4,272	+812%	+$114K	0.12%	126
2019 Q2	$14K	Hold	526	–	–	0.01%	468
2019 Q1	$13K	Hold	526	–	–	0.01%	399
2018 Q4	$13K	Buy	+526	New	+$13.1K	0.01%	387

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Liberty Wealth Management's SCHZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 548 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in SCHZ in Q4 2018 and held it in 12 quarters. The position peaked at $129K in Q3 2019. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

Liberty Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 548 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $15K.
Liberty Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Schwab US Aggregate Bond ETF position peaked at $129K in Q3 2019.
531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.