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Savior LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Savior LLC’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
Q2 		– Sell
-4,698
Closed -$119K – 203
2022
Q1 		$119K Buy
+4,698
New +$122K 0.09% 45
2021
Q3 		– Sell
-18,944
Closed -$517K – 651
2021
Q2 		$517K Buy
18,944
+4,620
+32% +$125K 0.43% 31
2021
Q1 		$386K Sell
14,324
-4,600
-24% -$126K 0.39% 31
2020
Q4 		$530K Buy
18,924
+9,326
+97% +$261K 0.43% 24
2020
Q3 		$269K Buy
+9,598
New +$271K 0.32% 35
2020
Q2 		– Sell
-2
Closed – – 860
2020
Q1 		$0 Sell
2
-2,030
-100% -$54.8K ﹤0.01% 898
2019
Q4 		$54K Buy
+2,032
New +$54.5K 0.07% 141

Other funds holding SCHZ

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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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Savior LLC's SCHZ Position: Q2 2022 in Review

Savior LLC sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 4,698 shares — an estimated $119K sold.

Savior LLC first reported a position in SCHZ in Q4 2019 and held it in 7 quarters. The position peaked at $530K in Q4 2020. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Savior LLC reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Savior LLC sold 4,698 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $119K.
  • Savior LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 7 quarters.
  • Savior LLC's Schwab US Aggregate Bond ETF position peaked at $530K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Savior LLC's 13F filing for Q2 2022, filed 21 Jul 2022.