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

Ritholtz Wealth 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	-9,476	Closed	-$257K	–	304
2020 Q1	$257K	Sell	9,476 -80	-0.8%	-$2.16K	0.04%	124
2019 Q4	$255K	Sell	9,556 -924	-9%	-$24.8K	0.04%	121
2019 Q3	$282K	Buy	10,480 +730	+7%	+$19.5K	0.05%	109
2019 Q2	$258K	Sell	9,750 -2,110	-18%	-$54.9K	0.04%	107
2019 Q1	$308K	Buy	11,860 +1,654	+16%	+$42.2K	0.06%	100
2018 Q4	$258K	Sell	10,206 -890	-8%	-$22.2K	0.06%	104
2018 Q3	$279K	Buy	11,096 +1,876	+20%	+$47.4K	0.07%	93
2018 Q2	$233K	Buy	9,220 +440	+5%	+$11.1K	0.06%	104
2018 Q1	$224K	Buy	+8,780	New	+$225K	0.06%	104
2017 Q3	–	Sell	-8,626	Closed	-$225K	–	82
2017 Q2	$225K	Buy	+8,626	New	+$225K	0.09%	62

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

AFA

Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ritholtz Wealth Management's SCHZ Position: Q2 2020 in Review

Ritholtz Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 9,476 shares — an estimated $257K sold.

Ritholtz Wealth Management first reported a position in SCHZ in Q2 2017 and held it in 10 quarters. The position peaked at $308K in Q1 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

Ritholtz Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Ritholtz Wealth Management sold 9,476 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $257K.
Ritholtz Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 10 quarters.
Ritholtz Wealth Management's Schwab US Aggregate Bond ETF position peaked at $308K in Q1 2019.
458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Ritholtz Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.