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

Piershale 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
2023 Q2	–	Sell	-168	Closed	-$3.94K	–	296
2023 Q1	$3.94K	Hold	168	–	–	﹤0.01%	197
2022 Q4	$3.83K	Buy	+168	New	+$3.83K	﹤0.01%	201
2020 Q3	–	Sell	-968,240	Closed	-$27.2M	–	25
2020 Q2	$27.2M	Buy	+968,240	New	+$26.9M	15.85%	2
2019 Q2	–	Sell	-131,000	Closed	-$3.4M	–	24
2019 Q1	$3.4M	Buy	+131,000	New	+$3.34M	2.03%	10
2018 Q1	–	Sell	-15,610	Closed	-$406K	–	29
2017 Q4	$406K	Sell	15,610 -14,952	-49%	-$390K	0.21%	14
2017 Q3	$800K	Sell	30,562 -23,624	-44%	-$619K	0.45%	16
2017 Q2	$1.4M	Hold	54,186	–	–	0.9%	14
2017 Q1	$1.4M	Buy	+54,186	New	+$1.4M	0.9%	14
2016 Q1	–	Sell	-5,644	Closed	-$145K	–	195
2015 Q4	$145K	Buy	+5,644	New	+$146K	0.09%	17
2014 Q3	–	Sell	-156	Closed	-$4K	–	182
2014 Q2	$4K	Sell	156 -32,818	-100%	-$846K	﹤0.01%	121
2014 Q1	$843K	Buy	32,974 +27,498	+502%	+$701K	0.98%	26
2013 Q4	$138K	Buy	+5,476	New	+$139K	0.2%	24

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Piershale Financial Group's SCHZ Position: Q2 2023 in Review

Piershale Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 168 shares — an estimated $3.94K sold.

Piershale Financial Group first reported a position in SCHZ in Q4 2013 and held it in 12 quarters. The position peaked at $27.2M in Q2 2020. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

Piershale Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Piershale Financial Group sold 168 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $3.94K.
Piershale Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2013 and held it in 12 quarters.
Piershale Financial Group's Schwab US Aggregate Bond ETF position peaked at $27.2M in Q2 2020.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.