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

River 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
2022
Q1 		– Sell
-11,184
Closed -$301K – 225
2021
Q4 		$301K Sell
11,184
-2,348
-17% -$63.5K 0.05% 190
2021
Q3 		$367K Sell
13,532
-130
-1% -$3.56K 0.06% 172
2021
Q2 		$373K Sell
13,662
-1,042
-7% -$28.3K 0.07% 173
2021
Q1 		$397K Sell
14,704
-844
-5% -$23.2K 0.07% 161
2020
Q4 		$436K Sell
15,548
-4,336
-22% -$121K 0.09% 150
2020
Q3 		$558K Buy
19,884
+2,246
+13% +$63.3K 0.15% 126
2020
Q2 		$496K Sell
17,638
-248
-1% -$6.9K 0.15% 121
2020
Q1 		$485K Buy
17,886
+690
+4% +$18.6K 0.19% 109
2019
Q4 		$459K Buy
17,196
+3,554
+26% +$95.2K 0.16% 119
2019
Q3 		$367K Buy
13,642
+2,384
+21% +$63.8K 0.14% 129
2019
Q2 		$298K Buy
11,258
+290
+3% +$7.54K 0.12% 141
2019
Q1 		$285K Buy
10,968
+100
+0.9% +$2.55K 0.12% 138
2018
Q4 		$275K Buy
10,868
+3,170
+41% +$79.2K 0.12% 138
2018
Q3 		$193K Buy
7,698
+514
+7% +$13K 0.07% 165
2018
Q2 		$182K Buy
+7,184
New +$182K 0.07% 165

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

River Wealth Advisors's SCHZ Position: Q1 2022 in Review

River Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 11,184 shares — an estimated $301K sold.

River Wealth Advisors first reported a position in SCHZ in Q2 2018 and held it in 15 quarters. The position peaked at $558K in Q3 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • River Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • River Wealth Advisors sold 11,184 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $301K.
  • River Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 15 quarters.
  • River Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $558K in Q3 2020.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on River Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.