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Sensible Financial Planning & Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sensible Financial Planning & 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
Q3 		– Sell
-147,088
Closed -$3.52M – 47
2022
Q2 		$3.52M Sell
147,088
-1,686,118
-92% -$40.8M 0.89% 18
2022
Q1 		$46.4M Sell
1,833,206
-807,928
-31% -$21M 12.39% 2
2021
Q4 		$71.2M Buy
2,641,134
+231,392
+10% +$6.26M 20.23% 2
2021
Q3 		$65.4M Buy
2,409,742
+161,962
+7% +$4.44M 21.29% 2
2021
Q2 		$61.4M Buy
2,247,780
+213,720
+11% +$5.8M 20.72% 2
2021
Q1 		$54.9M Buy
2,034,060
+63,256
+3% +$1.74M 20.14% 2
2020
Q4 		$55.2M Buy
1,970,804
+81,058
+4% +$2.27M 20.58% 2
2020
Q3 		$53M Buy
1,889,746
+75,524
+4% +$2.13M 21.67% 2
2020
Q2 		$51M Buy
1,814,222
+48,022
+3% +$1.34M 21.89% 2
2020
Q1 		$47.9M Sell
1,766,200
-241,558
-12% -$6.52M 22.83% 2
2019
Q4 		$53.6M Sell
2,007,758
-185,812
-8% -$4.98M 22.6% 2
2019
Q3 		$59.1M Sell
2,193,570
-479,060
-18% -$12.8M 25.5% 1
2019
Q2 		$70.8M Buy
2,672,630
+154,030
+6% +$4.01M 30.3% 1
2019
Q1 		$65.3M Buy
2,518,600
+124,596
+5% +$3.18M 29.56% 1
2018
Q4 		$60.6M Sell
2,394,004
-614,348
-20% -$15.3M 29.33% 1
2018
Q3 		$75.6M Buy
3,008,352
+256,526
+9% +$6.48M 35.07% 1
2018
Q2 		$69.7M Buy
2,751,826
+427,368
+18% +$10.8M 33.04% 1
2018
Q1 		$59.3M Buy
2,324,458
+48,180
+2% +$1.23M 28.28% 1
2017
Q4 		$59.2M Buy
2,276,278
+3,348
+0.1% +$87.3K 30.24% 1
2017
Q3 		$59.5M Sell
2,272,930
-73,528
-3% -$1.93M 32.8% 1
2017
Q2 		$61.3M Sell
2,346,458
-50,054
-2% -$1.31M 38.37% 1
2017
Q1 		$62.1M Buy
2,396,512
+216,142
+10% +$5.58M 39.94% 1
2016
Q4 		$56.1M Buy
2,180,370
+115,842
+6% +$3.03M 38.85% 1
2016
Q3 		$55.4M Buy
2,064,528
+95,458
+5% +$2.56M 38.1% 1
2016
Q2 		$52.9M Buy
1,969,070
+65,100
+3% +$1.73M 37.03% 1
2016
Q1 		$50.3M Buy
1,903,970
+118,428
+7% +$3.09M 36.7% 1
2015
Q4 		$46M Buy
1,785,542
+88,344
+5% +$2.29M 35% 1
2015
Q3 		$44.2M Buy
1,697,198
+191,510
+13% +$4.97M 34.67% 1
2015
Q2 		$38.9M Buy
1,505,688
+467,192
+45% +$12.2M 32.08% 1
2015
Q1 		$27.5M Buy
1,038,496
+502,062
+94% +$13.2M 24.96% 1
2014
Q4 		$14M Sell
536,434
-380,342
-41% -$9.92M 14.34% 2
2014
Q3 		$23.7M Buy
+916,776
New +$23.7M 20.66% 2

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Sensible Financial Planning & Management's SCHZ Position: Q3 2022 in Review

Sensible Financial Planning & Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 147,088 shares — an estimated $3.52M sold.

Sensible Financial Planning & Management first reported a position in SCHZ in Q3 2014 and held it in 32 quarters. The position peaked at $75.6M in Q3 2018. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Sensible Financial Planning & Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 147,088 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $3.52M.
  • Sensible Financial Planning & Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2014 and held it in 32 quarters.
  • Sensible Financial Planning & Management's Schwab US Aggregate Bond ETF position peaked at $75.6M in Q3 2018.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2022, filed 7 Nov 2022.