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Mark Sheptoff Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mark Sheptoff Financial Planning’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
Q4 		– Sell
-74
Closed -$2K – 401
2022
Q3 		$2K Hold
74
– – ﹤0.01% 334
2022
Q2 		$2K Hold
74
– – ﹤0.01% 344
2022
Q1 		$2K Hold
74
– – ﹤0.01% 389
2021
Q4 		$2K Hold
74
– – ﹤0.01% 418
2021
Q3 		$2K Hold
74
– – ﹤0.01% 369
2021
Q2 		$2K Hold
74
– – ﹤0.01% 394
2021
Q1 		$2K Hold
74
– – ﹤0.01% 353
2020
Q4 		$2K Hold
74
– – ﹤0.01% 331
2020
Q3 		$2K Hold
74
– – ﹤0.01% 303
2020
Q2 		$2K Hold
74
– – ﹤0.01% 331
2020
Q1 		$2K Buy
+74
New +$2K ﹤0.01% 315
2018
Q3 		– Sell
-1,284
Closed -$33K – 379
2018
Q2 		$33K Hold
1,284
– – 0.02% 190
2018
Q1 		$33K Sell
1,284
-2,388
-65% -$61.1K 0.02% 194
2017
Q4 		$96K Hold
3,672
– – 0.06% 141
2017
Q3 		$96K Buy
3,672
+1,284
+54% +$33.6K 0.06% 143
2017
Q2 		$62K Sell
2,388
-2
-0.1% -$52 0.04% 163
2017
Q1 		$62K Buy
2,390
+2
+0.1% +$52 0.04% 170
2016
Q4 		$61K Hold
2,388
– – 0.05% 163
2016
Q3 		$64K Hold
2,388
– – 0.05% 158
2016
Q2 		$64K Buy
+2,388
New +$63.3K 0.05% 145

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCHZ Position: Q4 2022 in Review

Mark Sheptoff Financial Planning sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 74 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in SCHZ in Q2 2016 and held it in 20 quarters. The position peaked at $96K in Q4 2017. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Mark Sheptoff Financial Planning reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 74 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and held it in 20 quarters.
  • Mark Sheptoff Financial Planning's Schwab US Aggregate Bond ETF position peaked at $96K in Q4 2017.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2022, filed 14 Feb 2023.