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

Shakespeare 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
2018 Q4	–	Sell	-23,706	Closed	-$596K	–	44
2018 Q3	$596K	Sell	23,706 -31,640	-57%	-$799K	0.46%	27
2018 Q2	$1.4M	Buy	55,346 +18,258	+49%	+$461K	1.25%	18
2018 Q1	$946K	Sell	37,088 -294	-0.8%	-$7.52K	0.82%	22
2017 Q4	$973K	Buy	+37,382	New	+$975K	0.92%	21

Other funds holding SCHZ

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

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

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return