Security National Bank of So Dak’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Security National Bank of So Dak’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	-9,538	Closed	-$257K	–	109
2021 Q4	$257K	Hold	9,538	–	–	0.17%	87
2021 Q3	$259K	Buy	+9,538	New	+$262K	0.2%	86
2021 Q2	–	Sell	-8,252	Closed	-$223K	–	110
2021 Q1	$223K	Hold	8,252	–	–	0.19%	89
2020 Q4	$231K	Hold	8,252	–	–	0.2%	82
2020 Q3	$231K	Hold	8,252	–	–	0.23%	78
2020 Q2	$232K	Hold	8,252	–	–	0.26%	70
2020 Q1	$224K	Sell	8,252 -1,098	-12%	-$29.7K	0.3%	64
2019 Q4	$250K	Buy	9,350 +106	+1%	+$2.84K	0.25%	73
2019 Q3	$249K	Buy	+9,244	New	+$247K	0.29%	70

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Security National Bank of So Dak's SCHZ Position: Q1 2022 in Review

Security National Bank of So Dak sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 9,538 shares — an estimated $257K sold.

Security National Bank of So Dak first reported a position in SCHZ in Q3 2019 and held it in 9 quarters. The position peaked at $259K in Q3 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Security National Bank of So Dak reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Security National Bank of So Dak sold 9,538 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $257K.
Security National Bank of So Dak first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 9 quarters.
Security National Bank of So Dak's Schwab US Aggregate Bond ETF position peaked at $259K in Q3 2021.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Security National Bank of So Dak's 13F filing for Q1 2022, filed 2 May 2022.