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

Personal Capital 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 Q4	$895K	Sell	39,228 -1,344	-3%	-$30.6K	﹤0.01%	245
2022 Q3	$919K	Sell	40,572 -1,960	-5%	-$46.7K	0.01%	240
2022 Q2	$1.02M	Buy	+42,532	New	+$1.03M	0.01%	233
2021 Q1	–	Sell	-11,566	Closed	-$324K	–	491
2020 Q4	$324K	Buy	+11,566	New	+$323K	﹤0.01%	371

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Personal Capital Advisors's SCHZ Position: Q4 2022 in Review

Personal Capital Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.3% in Q4 2022, selling an estimated $30.6K and leaving 39,228 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Personal Capital Advisors first reported a position in SCHZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.02M in Q2 2022. 539 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

Personal Capital Advisors held 39,228 shares of Schwab US Aggregate Bond ETF worth $895K as of Q4 2022.
Personal Capital Advisors sold 1,344 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $30.6K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #245 holding.
Personal Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 4 quarters since.
Personal Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $1.02M in Q2 2022.
539 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.