Orgel Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Orgel Wealth Management’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	-8,582	Closed	-$231K	–	69
2021 Q4	$231K	Hold	8,582	–	–	0.02%	59
2021 Q3	$233K	Hold	8,582	–	–	0.03%	53
2021 Q2	$234K	Hold	8,582	–	–	0.03%	52
2021 Q1	$231K	Hold	8,582	–	–	0.03%	51
2020 Q4	$240K	Hold	8,582	–	–	0.05%	46
2020 Q3	$241K	Hold	8,582	–	–	0.07%	44
2020 Q2	$241K	Hold	8,582	–	–	0.09%	39
2020 Q1	$233K	Hold	8,582	–	–	0.09%	33
2019 Q4	$229K	Hold	8,582	–	–	0.06%	46
2019 Q3	$231K	Buy	+8,582	New	+$230K	0.09%	39

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

Orgel Wealth Management's SCHZ Position: Q1 2022 in Review

Orgel Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 8,582 shares — an estimated $231K sold.

Orgel Wealth Management first reported a position in SCHZ in Q3 2019 and held it in 10 quarters. The position peaked at $241K in Q3 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Orgel Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Orgel Wealth Management sold 8,582 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $231K.
Orgel Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 10 quarters.
Orgel Wealth Management's Schwab US Aggregate Bond ETF position peaked at $241K in Q3 2020.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Orgel Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.