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

Reby 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
2020 Q4	$38.7M	Buy	+1,381,264	New	+$38.6M	10.14%	4

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

OIA

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

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Reby Advisors's SCHZ Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020: 1,381,264 shares worth $38.7M. The stake represents 10.14% of the portfolio and ranks #4 among its holdings.

507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

Reby Advisors held 1,381,264 shares of Schwab US Aggregate Bond ETF worth $38.7M as of Q4 2020.
Schwab US Aggregate Bond ETF was a new Reby Advisors position in Q4 2020.
Schwab US Aggregate Bond ETF made up 10.14% of Reby Advisors's portfolio in Q4 2020, its #4 holding.
507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.