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Motive Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Motive Wealth Advisors’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
-28,636
Closed -$724K – 82
2022
Q1 		$724K Buy
+28,636
New +$744K 0.5% 41

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OIA
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Envestnet Asset Management
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
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

Motive Wealth Advisors's SCHZ Position: Q2 2022 in Review

Motive Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 28,636 shares — an estimated $724K sold.

Motive Wealth Advisors first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $724K in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Motive Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 28,636 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $724K.
  • Motive Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Motive Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $724K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Motive Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.