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Lutz Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lutz Financial Services’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
-16,362
Closed -$392K – 73
2022
Q2 		$392K Sell
16,362
-14,340
-47% -$347K 0.05% 61
2022
Q1 		$776K Sell
30,702
-7,472
-20% -$194K 0.1% 46
2021
Q4 		$1.03M Sell
38,174
-544
-1% -$14.7K 0.13% 46
2021
Q3 		$1.05M Buy
38,718
+86
+0.2% +$2.36K 0.14% 46
2021
Q2 		$1.05M Buy
38,632
+9,962
+35% +$270K 0.14% 46
2021
Q1 		$773K Buy
28,670
+338
+1% +$9.28K 0.11% 45
2020
Q4 		$794K Sell
28,332
-690
-2% -$19.3K 0.13% 44
2020
Q3 		$814K Sell
29,022
-1,330
-4% -$37.5K 0.16% 46
2020
Q2 		$854K Sell
30,352
-548
-2% -$15.2K 0.17% 45
2020
Q1 		$838K Buy
30,900
+514
+2% +$13.9K 0.19% 47
2019
Q4 		$812K Buy
30,386
+1,390
+5% +$37.3K 0.14% 46
2019
Q3 		$781K Buy
28,996
+1,106
+4% +$29.6K 0.15% 48
2019
Q2 		$739K Buy
27,890
+120
+0.4% +$3.12K 0.14% 48
2019
Q1 		$720K Buy
27,770
+370
+1% +$9.44K 0.15% 43
2018
Q4 		$693K Buy
+27,400
New +$684K 0.15% 46

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

Lutz Financial Services's SCHZ Position: Q3 2022 in Review

Lutz Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 16,362 shares — an estimated $392K sold.

Lutz Financial Services first reported a position in SCHZ in Q4 2018 and held it in 15 quarters. The position peaked at $1.05M in Q2 2021. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Lutz Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Lutz Financial Services sold 16,362 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $392K.
  • Lutz Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 15 quarters.
  • Lutz Financial Services's Schwab US Aggregate Bond ETF position peaked at $1.05M in Q2 2021.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Lutz Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.