MWP
SCHZ icon

Madison Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Madison Wealth Partners’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
Q2 		– Sell
-17,804
Closed -$499K – 74
2021
Q1 		$499K Hold
17,804
– – 0.35% 26
2020
Q4 		$498K Buy
+17,804
New +$498K 0.33% 27

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Madison Wealth Partners's SCHZ Position: Q2 2021 in Review

Madison Wealth Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 17,804 shares — an estimated $499K sold.

Madison Wealth Partners first reported a position in SCHZ in Q4 2020 and held it in 2 quarters. The position peaked at $499K in Q1 2021. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Madison Wealth Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Madison Wealth Partners sold 17,804 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $499K.
  • Madison Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Madison Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $499K in Q1 2021.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Madison Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.