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Mason & Associates (California)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mason & Associates (California)’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
Q1 		– Sell
-172,358
Closed -$4.64M – 115
2021
Q4 		$4.64M Buy
+172,358
New +$4.66M 1.41% 24

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OIA
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MFRM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mason & Associates (California)'s SCHZ Position: Q1 2022 in Review

Mason & Associates (California) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 172,358 shares — an estimated $4.64M sold.

Mason & Associates (California) first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $4.64M in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Mason & Associates (California) reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 172,358 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $4.64M.
  • Mason & Associates (California) first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Mason & Associates (California)'s Schwab US Aggregate Bond ETF position peaked at $4.64M in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Mason & Associates (California)'s 13F filing for Q1 2022, filed 19 Apr 2022.