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

Maltin 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
2022 Q2	–	Sell	-23,142	Closed	-$585K	–	129
2022 Q1	$585K	Sell	23,142 -11,870	-34%	-$308K	0.39%	71
2021 Q4	$944K	Buy	35,012 +242	+0.7%	+$6.54K	0.57%	52
2021 Q3	$943K	Buy	34,770 +182	+0.5%	+$4.99K	0.58%	47
2021 Q2	$944K	Buy	34,588 +188	+0.5%	+$5.1K	0.57%	47
2021 Q1	$928K	Buy	34,400 +128	+0.4%	+$3.51K	0.6%	46
2020 Q4	$960K	Buy	34,272 +260	+0.8%	+$7.27K	0.67%	41
2020 Q3	$954K	Sell	34,012 -7,752	-19%	-$219K	0.68%	41
2020 Q2	$1.17M	Sell	41,764 -3,736	-8%	-$104K	0.89%	35
2020 Q1	$1.24M	Buy	+45,500	New	+$1.23M	1.05%	31

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Maltin Wealth Management's SCHZ Position: Q2 2022 in Review

Maltin Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 23,142 shares — an estimated $585K sold.

Maltin Wealth Management first reported a position in SCHZ in Q1 2020 and held it in 9 quarters. The position peaked at $1.24M in Q1 2020. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

Maltin Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Maltin Wealth Management sold 23,142 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $585K.
Maltin Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 9 quarters.
Maltin Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.24M in Q1 2020.
533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Maltin Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.