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

Prostatis 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
2021
Q1 		– Sell
-22,648
Closed -$634K – 99
2020
Q4 		$634K Sell
22,648
-2,746
-11% -$76.8K 0.53% 45
2020
Q3 		$712K Buy
25,394
+3,640
+17% +$103K 0.67% 38
2020
Q2 		$612K Buy
+21,754
New +$605K 1.23% 29

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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

Prostatis Group's SCHZ Position: Q1 2021 in Review

Prostatis Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 22,648 shares — an estimated $634K sold.

Prostatis Group first reported a position in SCHZ in Q2 2020 and held it in 3 quarters. The position peaked at $712K in Q3 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Prostatis Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Prostatis Group sold 22,648 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $634K.
  • Prostatis Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Prostatis Group's Schwab US Aggregate Bond ETF position peaked at $712K in Q3 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Prostatis Group's 13F filing for Q1 2021, filed 23 Mar 2023.