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PrairieView Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

PrairieView Partners’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
Q2 		– Sell
-2,190
Closed -$55K – 480
2022
Q1 		$55K Hold
2,190
– – 0.01% 191
2021
Q4 		$59K Hold
2,190
– – 0.01% 198
2021
Q3 		$59K Hold
2,190
– – 0.01% 156
2021
Q2 		$60K Hold
2,190
– – 0.01% 153
2021
Q1 		$59K Sell
2,190
-54
-2% -$1.48K 0.01% 155
2020
Q4 		$63K Sell
2,244
-140
-6% -$3.92K 0.01% 139
2020
Q3 		$67K Sell
2,384
-66
-3% -$1.86K 0.01% 128
2020
Q2 		$69K Sell
2,450
-160
-6% -$4.45K 0.02% 123
2020
Q1 		$71K Buy
+2,610
New +$70.5K 0.02% 114
2019
Q1 		– Sell
-57,928
Closed -$1.47M – 47
2018
Q4 		$1.47M Sell
57,928
-13,734
-19% -$343K 0.41% 36
2018
Q3 		$1.8M Buy
71,662
+1,694
+2% +$42.8K 0.47% 34
2018
Q2 		$1.77M Buy
69,968
+39,146
+127% +$989K 0.45% 34
2018
Q1 		$786K Buy
30,822
+2,922
+10% +$74.7K 0.19% 41
2017
Q4 		$726K Buy
+27,900
New +$728K 0.2% 40

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

PrairieView Partners's SCHZ Position: Q2 2022 in Review

PrairieView Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 2,190 shares — an estimated $55K sold.

PrairieView Partners first reported a position in SCHZ in Q4 2017 and held it in 14 quarters. The position peaked at $1.8M in Q3 2018. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • PrairieView Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • PrairieView Partners sold 2,190 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $55K.
  • PrairieView Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 14 quarters.
  • PrairieView Partners's Schwab US Aggregate Bond ETF position peaked at $1.8M in Q3 2018.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on PrairieView Partners's 13F filing for Q2 2022, filed 22 Jul 2022.