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Schaper Benz & Wise Investment Counsel’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-14,116
Closed -$357K – 151
2022
Q1 		$357K Buy
+14,116
New +$367K 0.03% 121

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OIA
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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 $4.02B AUM 20% 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

Schaper Benz & Wise Investment Counsel's SCHZ Position: Q2 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 14,116 shares — an estimated $357K sold.

Schaper Benz & Wise Investment Counsel first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $357K in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Schaper Benz & Wise Investment Counsel reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 14,116 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $357K.
  • Schaper Benz & Wise Investment Counsel first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Schaper Benz & Wise Investment Counsel's Schwab US Aggregate Bond ETF position peaked at $357K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2022, filed 4 Aug 2022.