SPC
SCHZ icon

Sigma Planning Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sigma Planning Corp’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
-45,932
Closed -$1.1M – 1337
2022
Q2 		$1.1M Sell
45,932
-1,250
-3% -$30.3K 0.04% 430
2022
Q1 		$1.19M Buy
+47,182
New +$1.23M 0.04% 472

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

Sigma Planning Corp's SCHZ Position: Q3 2022 in Review

Sigma Planning Corp sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 45,932 shares — an estimated $1.1M sold.

Sigma Planning Corp first reported a position in SCHZ in Q1 2022 and held it in 2 quarters. The position peaked at $1.19M in Q1 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Sigma Planning Corp reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 45,932 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $1.1M.
  • Sigma Planning Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Sigma Planning Corp's Schwab US Aggregate Bond ETF position peaked at $1.19M in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.