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

Silicon Hills 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
2023 Q1	–	Sell	-19,738	Closed	-$451K	–	99
2022 Q4	$451K	Sell	19,738 -1,552	-7%	-$35.3K	0.33%	60
2022 Q3	$482K	Sell	21,290 -4,344	-17%	-$103K	0.38%	54
2022 Q2	$614K	Sell	25,634 -22,434	-47%	-$543K	0.45%	49
2022 Q1	$1.22M	Sell	48,068 -5,414	-10%	-$141K	0.78%	30
2021 Q4	$1.44M	Sell	53,482 -19,642	-27%	-$531K	0.89%	30
2021 Q3	$1.98M	Sell	73,124 -7,032	-9%	-$193K	1.36%	18
2021 Q2	$2.19M	Sell	80,156 -1,182	-1%	-$32.1K	1.7%	17
2021 Q1	$2.19M	Sell	81,338 -2,940	-3%	-$80.7K	1.99%	15
2020 Q4	$2.36M	Sell	84,278 -5,718	-6%	-$160K	2.14%	13
2020 Q3	$2.52M	Sell	89,996 -3,120	-3%	-$88K	2.61%	11
2020 Q2	$2.62M	Sell	93,116 -82	-0.1%	-$2.28K	3.14%	8
2020 Q1	$2.53M	Buy	93,198 +92,902	+31,386%	+$2.51M	3.34%	9
2019 Q4	$2.72K	Buy	+296	New	+$7.93K	2.08%	12

Other funds holding SCHZ

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

APP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

Silicon Hills Wealth Management's SCHZ Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 19,738 shares — an estimated $451K sold.

Silicon Hills Wealth Management first reported a position in SCHZ in Q4 2019 and held it in 13 quarters. The position peaked at $2.62M in Q2 2020. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 19,738 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $451K.
Silicon Hills Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 13 quarters.
Silicon Hills Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.62M in Q2 2020.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.