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

Paracle 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
2021 Q1	$418K	Hold	15,524	–	–	0.08%	72
2020 Q4	$434K	Buy	15,524 +988	+7%	+$27.6K	0.08%	75
2020 Q3	$407K	Buy	14,536 +8	+0.1%	+$226	0.09%	71
2020 Q2	$408K	Buy	+14,528	New	+$404K	0.1%	69
2018 Q1	–	Sell	-9,354	Closed	-$243K	–	48
2017 Q4	$243K	Sell	9,354 -1,702	-15%	-$44.4K	0.08%	42
2017 Q3	$289K	Buy	11,056 +16	+0.1%	+$419	0.1%	42
2017 Q2	$288K	Buy	11,040 +786	+8%	+$20.5K	0.11%	38
2017 Q1	$265K	Buy	10,254 +1,292	+14%	+$33.4K	0.1%	44
2016 Q4	$230K	Buy	+8,962	New	+$234K	0.09%	47

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Paracle Advisors's SCHZ Position: Q1 2021 in Review

Paracle Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2021 at 15,524 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #72.

Paracle Advisors first reported a position in SCHZ in Q4 2016 and has held it in 9 quarters since. The position peaked at $434K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

Paracle Advisors held 15,524 shares of Schwab US Aggregate Bond ETF worth $418K as of Q1 2021.
Paracle Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2021.
Schwab US Aggregate Bond ETF made up 0.08% of Paracle Advisors's portfolio in Q1 2021, its #72 holding.
Paracle Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 9 quarters since.
Paracle Advisors's Schwab US Aggregate Bond ETF position peaked at $434K in Q4 2020.
500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.