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Resource Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Resource Management’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
Q2 		– Sell
-9,006
Closed -$244K – 152
2020
Q1 		$244K Hold
9,006
– – 0.05% 114
2019
Q4 		$241K Buy
+9,006
New +$241K 0.04% 127

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Resource Management's SCHZ Position: Q2 2020 in Review

Resource Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 9,006 shares — an estimated $244K sold.

Resource Management first reported a position in SCHZ in Q4 2019 and held it in 2 quarters. The position peaked at $244K in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Resource Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Resource Management sold 9,006 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $244K.
  • Resource Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Resource Management's Schwab US Aggregate Bond ETF position peaked at $244K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Resource Management's 13F filing for Q2 2020, filed 24 Jul 2020.