Silverhawk Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Silverhawk Asset 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 Q2	$396K	Hold	17,164	–	–	0.33%	20
2023 Q1	$403K	Sell	17,164 -290	-2%	-$6.75K	0.33%	19
2022 Q4	$398K	Buy	17,454 +290	+2%	+$6.6K	0.35%	19
2022 Q3	$389K	Hold	17,164	–	–	0.39%	18
2022 Q2	$411K	Sell	17,164 -1,570	-8%	-$38K	0.38%	18
2022 Q1	$474K	Sell	18,734 -7,444	-28%	-$193K	0.38%	18
2021 Q4	$705K	Buy	+26,178	New	+$708K	0.57%	17

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

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

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

OIA

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

RIM

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

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

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

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

Silverhawk Asset Management's SCHZ Position: Q2 2023 in Review

Silverhawk Asset Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2023 at 17,164 shares worth $396K. The position accounts for 0.33% of the portfolio, ranked #20.

Silverhawk Asset Management first reported a position in SCHZ in Q4 2021 and has held it in 7 quarters since. The position peaked at $705K in Q4 2021. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

Silverhawk Asset Management held 17,164 shares of Schwab US Aggregate Bond ETF worth $396K as of Q2 2023.
Silverhawk Asset Management left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2023.
Schwab US Aggregate Bond ETF made up 0.33% of Silverhawk Asset Management's portfolio in Q2 2023, its #20 holding.
Silverhawk Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 7 quarters since.
Silverhawk Asset Management's Schwab US Aggregate Bond ETF position peaked at $705K in Q4 2021.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Silverhawk Asset Management's 13F filing for Q2 2023, filed 17 Jul 2023.