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Plante Moran Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-38
Closed -$1K – 1088
2021
Q3 		$1K Hold
38
– – ﹤0.01% 901
2021
Q2 		$1K Buy
+38
New +$1.03K ﹤0.01% 916
2020
Q2 		– Sell
-4,056
Closed -$110K – 832
2020
Q1 		$110K Buy
4,056
+704
+21% +$19K 0.05% 183
2019
Q4 		$90K Buy
+3,352
New +$89.8K 0.03% 240
2019
Q2 		– Sell
-6,136
Closed -$159K – 836
2019
Q1 		$159K Buy
6,136
+5,756
+1,515% +$147K 0.05% 176
2018
Q4 		$10K Buy
+380
New +$9.49K ﹤0.01% 506
2018
Q1 		– Sell
-2,248
Closed -$58K – 1004
2017
Q4 		$58K Buy
+2,248
New +$58.6K 0.03% 310

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OIA
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MFRM
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Ameriprise
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RA
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Envestnet Asset Management
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Financial Engines Advisors
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Plante Moran Financial Advisors's SCHZ Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 38 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in SCHZ in Q4 2017 and held it in 7 quarters. The position peaked at $159K in Q1 2019. 532 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 38 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $159K in Q1 2019.
  • 532 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.