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

Rowland Carmichael 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 		$64K Sell
2,280
-746
-25% -$20.9K 0.02% 315
2020
Q3 		$85K Buy
3,026
+870
+40% +$24.5K 0.03% 289
2020
Q2 		$61K Hold
2,156
– – 0.03% 282
2020
Q1 		$59K Hold
2,156
– – 0.03% 262
2019
Q4 		$58K Sell
2,156
-3,040
-59% -$81.5K 0.02% 301
2019
Q3 		$140K Buy
5,196
+720
+16% +$19.3K 0.05% 281
2019
Q2 		$119K Hold
4,476
– – 0.04% 269
2019
Q1 		$116K Sell
4,476
-5,314
-54% -$136K 0.04% 263
2018
Q4 		$248K Hold
9,790
– – 0.11% 193
2018
Q3 		$246K Hold
9,790
– – 0.1% 231
2018
Q2 		$248K Sell
9,790
-232
-2% -$5.86K 0.11% 228
2018
Q1 		$256K Sell
10,022
-234
-2% -$5.98K 0.14% 202
2017
Q4 		$267K Buy
10,256
+466
+5% +$12.2K 0.14% 197
2017
Q3 		$256K Hold
9,790
– – 0.14% 195
2017
Q2 		$256K Hold
9,790
– – 0.15% 182
2017
Q1 		$254K Hold
9,790
– – 0.15% 177
2016
Q4 		$252K Hold
9,790
– – 0.15% 189
2016
Q3 		$263K Hold
9,790
– – 0.17% 176
2016
Q2 		$263K Buy
9,790
+3,040
+45% +$80.6K 0.17% 179
2016
Q1 		$178K Buy
+6,750
New +$176K 0.16% 135

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
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rowland Carmichael Advisors's SCHZ Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 25% in Q4 2020, selling an estimated $20.9K and leaving 2,280 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #315.

Rowland Carmichael Advisors first reported a position in SCHZ in Q1 2016 and has held it in 20 quarters since. The position peaked at $267K in Q4 2017. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

  • Rowland Carmichael Advisors held 2,280 shares of Schwab US Aggregate Bond ETF worth $64K as of Q4 2020.
  • Rowland Carmichael Advisors sold 746 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $20.9K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #315 holding.
  • Rowland Carmichael Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Schwab US Aggregate Bond ETF position peaked at $267K in Q4 2017.
  • 507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.