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

Next Financial 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
2021
Q4 		$795K Buy
29,502
+6,506
+28% +$176K 0.05% 375
2021
Q3 		$624K Buy
22,996
+4,594
+25% +$126K 0.05% 385
2021
Q2 		$502K Buy
18,402
+274
+2% +$7.43K 0.04% 467
2021
Q1 		$489K Buy
18,128
+1,668
+10% +$45.8K 0.04% 434
2020
Q4 		$461K Buy
16,460
+6,098
+59% +$171K 0.04% 401
2020
Q3 		$291K Buy
10,362
+962
+10% +$27.1K 0.03% 510
2020
Q2 		$264K Buy
9,400
+474
+5% +$13.2K 0.03% 455
2020
Q1 		$242K Sell
8,926
-46
-0.5% -$1.24K 0.03% 482
2019
Q4 		$240K Buy
8,972
+2,768
+45% +$74.2K 0.02% 634
2019
Q3 		$167K Buy
6,204
+140
+2% +$3.75K 0.02% 740
2019
Q2 		$161K Buy
6,064
+5,464
+911% +$142K 0.02% 752
2019
Q1 		$16K Sell
600
-5,302
-90% -$135K ﹤0.01% 1015
2018
Q4 		$149K Buy
5,902
+5,302
+884% +$132K 0.03% 467
2018
Q3 		$15K Buy
+600
New +$15.2K 0.01% 881
2017
Q4 		– Sell
-768
Closed -$20K – 1199
2017
Q3 		$20K Hold
768
– – 0.01% 977
2017
Q2 		$20K Hold
768
– – ﹤0.01% 1088
2017
Q1 		$20K Hold
768
– – 0.01% 1054
2016
Q4 		$20K Hold
768
– – ﹤0.01% 1374
2016
Q3 		$21K Hold
768
– – ﹤0.01% 1344
2016
Q2 		$20K Hold
768
– – 0.01% 975
2016
Q1 		$20K Hold
768
– – 0.01% 939
2015
Q4 		$19K Hold
768
– – 0.01% 946
2015
Q3 		$20K Hold
768
– – 0.01% 950
2015
Q2 		$19K Hold
768
– – 0.01% 1023
2015
Q1 		$20K Hold
768
– – 0.01% 999
2014
Q4 		$20K Buy
+768
New +$20K 0.01% 982

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Next Financial Group's SCHZ Position: Q4 2021 in Review

Next Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 28% in Q4 2021, buying an estimated $176K and bringing the position to 29,502 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #375.

Next Financial Group first reported a position in SCHZ in Q4 2014 and has held it in 26 quarters since. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Next Financial Group held 29,502 shares of Schwab US Aggregate Bond ETF worth $795K as of Q4 2021.
  • Next Financial Group bought 6,506 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $176K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #375 holding.
  • Next Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 26 quarters since.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.