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Selective Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-130
Closed -$3K – 618
2022
Q3 		$3K Hold
130
– – ﹤0.01% 646
2022
Q2 		$3K Buy
130
+2
+2% +$48 ﹤0.01% 678
2022
Q1 		$3K Hold
128
– – ﹤0.01% 644
2021
Q4 		$3K Hold
128
– – ﹤0.01% 591
2021
Q3 		$3K Buy
128
+2
+2% +$55 ﹤0.01% 528
2021
Q2 		$3K Hold
126
– – ﹤0.01% 446
2021
Q1 		$3K Hold
126
– – ﹤0.01% 348
2020
Q4 		$4K Buy
126
+2
+2% +$56 ﹤0.01% 308
2020
Q3 		$4K Hold
124
– – ﹤0.01% 256
2020
Q2 		$3K Hold
124
– – ﹤0.01% 357
2020
Q1 		$3K Buy
124
+2
+2% +$54 ﹤0.01% 253
2019
Q4 		$3K Hold
122
– – ﹤0.01% 269
2019
Q3 		$3K Buy
+122
New +$3.26K ﹤0.01% 272

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Selective Wealth Management's SCHZ Position: Q4 2022 in Review

Selective Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 130 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in SCHZ in Q3 2019 and held it in 13 quarters. The position peaked at $4K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Selective Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 130 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 13 quarters.
  • Selective Wealth Management's Schwab US Aggregate Bond ETF position peaked at $4K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.