RWA
SCHZ icon

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

RGT Wealth 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
Q2 		– Sell
-11,004
Closed -$297K – 61
2021
Q1 		$297K Buy
11,004
+130
+1% +$3.57K 0.06% 41
2020
Q4 		$305K Buy
10,874
+82
+0.8% +$2.29K 0.06% 44
2020
Q3 		$303K Buy
+10,792
New +$304K 0.08% 25

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RGT Wealth Advisors's SCHZ Position: Q2 2021 in Review

RGT Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 11,004 shares — an estimated $297K sold.

RGT Wealth Advisors first reported a position in SCHZ in Q3 2020 and held it in 3 quarters. The position peaked at $305K in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • RGT Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • RGT Wealth Advisors sold 11,004 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $297K.
  • RGT Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
  • RGT Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $305K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on RGT Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.