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

Neuberger Berman 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
2022 Q1	–	Sell	-10,086	Closed	-$272K	–	1973
2021 Q4	$272K	Hold	10,086	–	–	﹤0.01%	1757
2021 Q3	$274K	Hold	10,086	–	–	﹤0.01%	1629
2021 Q2	$275K	Hold	10,086	–	–	﹤0.01%	1640
2021 Q1	$272K	Hold	10,086	–	–	﹤0.01%	1634
2020 Q4	$283K	Hold	10,086	–	–	﹤0.01%	1531
2020 Q3	$283K	Buy	+10,086	New	+$284K	﹤0.01%	1470

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Neuberger Berman Group's SCHZ Position: Q1 2022 in Review

Neuberger Berman Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 10,086 shares — an estimated $272K sold.

Neuberger Berman Group first reported a position in SCHZ in Q3 2020 and held it in 6 quarters. The position peaked at $283K in Q4 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Neuberger Berman Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Neuberger Berman Group sold 10,086 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $272K.
Neuberger Berman Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 6 quarters.
Neuberger Berman Group's Schwab US Aggregate Bond ETF position peaked at $283K in Q4 2020.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Neuberger Berman Group's 13F filing for Q1 2022, filed 13 May 2022.