McCarthy Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

McCarthy Asset 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	-1,540	Closed	-$39K	–	242
2022 Q1	$39K	Buy	1,540 +6	+0.4%	+$156	0.03%	99
2021 Q4	$41K	Buy	1,534 +30	+2%	+$811	0.03%	98
2021 Q3	$41K	Buy	1,504 +352	+31%	+$9.65K	0.03%	94
2021 Q2	$31K	Buy	1,152 +8	+0.7%	+$217	0.02%	131
2021 Q1	$31K	Sell	1,144 -68	-6%	-$1.87K	0.02%	121
2020 Q4	$34K	Buy	+1,212	New	+$33.9K	0.03%	110

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

McCarthy Asset Management's SCHZ Position: Q2 2022 in Review

McCarthy Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 1,540 shares — an estimated $39K sold.

McCarthy Asset Management first reported a position in SCHZ in Q4 2020 and held it in 6 quarters. The position peaked at $41K in Q4 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

McCarthy Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,540 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $39K.
McCarthy Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Schwab US Aggregate Bond ETF position peaked at $41K in Q4 2021.
533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.