MFW
SCHZ icon

Mosaic Family Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mosaic Family Wealth’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
2021
Q1 		– Sell
-13,104
Closed -$367K – 166
2020
Q4 		$367K Buy
+13,104
New +$366K 0.12% 105

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

Mosaic Family Wealth's SCHZ Position: Q1 2021 in Review

Mosaic Family Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 13,104 shares — an estimated $367K sold.

Mosaic Family Wealth first reported a position in SCHZ in Q4 2020 and held it in 1 quarter. The position peaked at $367K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Mosaic Family Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Mosaic Family Wealth sold 13,104 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $367K.
  • Mosaic Family Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Mosaic Family Wealth's Schwab US Aggregate Bond ETF position peaked at $367K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Mosaic Family Wealth's 13F filing for Q1 2021, filed 27 Apr 2021.