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MilWealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MilWealth Group’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
2020
Q1 		– Sell
-228
Closed -$6.09K – 85
2019
Q4 		$6.09K Buy
228
+2
+0.9% +$54 ﹤0.01% 59
2019
Q3 		$6.08K Buy
226
+2
+0.9% +$53 0.01% 58
2019
Q2 		$5.94K Buy
224
+2
+0.9% +$52 0.01% 54
2019
Q1 		$5.77K Hold
222
– – 0.01% 54
2018
Q4 		$5.6K Buy
+222
New +$5.54K 0.01% 60

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MilWealth Group's SCHZ Position: Q1 2020 in Review

MilWealth Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 228 shares — an estimated $6.09K sold.

MilWealth Group first reported a position in SCHZ in Q4 2018 and held it in 5 quarters. The position peaked at $6.09K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • MilWealth Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • MilWealth Group sold 228 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $6.09K.
  • MilWealth Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
  • MilWealth Group's Schwab US Aggregate Bond ETF position peaked at $6.09K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on MilWealth Group's 13F filing for Q1 2020, filed 9 May 2023.