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Simplicity Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Simplicity Solutions’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 		– Sell
-71,098
Closed -$1.67M – 1198
2023
Q1 		$1.67M Buy
+71,098
New +$1.65M 0.04% 349
2022
Q2 		– Sell
-8,154
Closed -$206K – 688
2022
Q1 		$206K Buy
+8,154
New +$212K 0.03% 592
2021
Q4 		– Sell
-7,536
Closed -$204K – 584
2021
Q3 		$204K Sell
7,536
-20
-0.3% -$548 0.03% 559
2021
Q2 		$206K Sell
7,556
-2,590
-26% -$70.3K 0.04% 495
2021
Q1 		$274K Sell
10,146
-3,080
-23% -$84.6K 0.06% 377
2020
Q4 		$371K Sell
13,226
-122
-0.9% -$3.41K 0.01% 744
2020
Q3 		$374K Sell
13,348
-1,264
-9% -$35.6K 0.01% 683
2020
Q2 		$411K Sell
14,612
-11,360
-44% -$316K 0.01% 665
2020
Q1 		$705K Sell
25,972
-36
-0.1% -$972 0.02% 418
2019
Q4 		$695K Buy
26,008
+8,242
+46% +$221K 0.02% 465
2019
Q3 		$478K Buy
17,766
+1,224
+7% +$32.7K 0.02% 427
2019
Q2 		$438K Sell
16,542
-7,330
-31% -$191K 0.02% 389
2019
Q1 		$619K Sell
23,872
-1,882
-7% -$48K 0.04% 349
2018
Q4 		$652K Sell
25,754
-19,260
-43% -$481K 0.08% 250
2018
Q3 		$1.13M Sell
45,014
-1,254
-3% -$31.7K 0.06% 155
2018
Q2 		$1.17M Sell
46,268
-12,404
-21% -$313K 0.08% 134
2018
Q1 		$1.5M Buy
58,672
+3,654
+7% +$93.4K 0.13% 93
2017
Q4 		$1.43M Sell
55,018
-6,772
-11% -$177K 0.14% 101
2017
Q3 		$1.62M Buy
61,790
+9,600
+18% +$252K 1.09% 16
2017
Q2 		$1.36M Sell
52,190
-642
-1% -$16.7K 0.16% 107
2017
Q1 		$1.37M Sell
52,832
-49,756
-49% -$1.28M 0.21% 98
2016
Q4 		$2.64M Buy
102,588
+22,244
+28% +$582K 0.61% 28
2016
Q3 		$2.16M Buy
80,344
+17,178
+27% +$461K 1.05% 15
2016
Q2 		$1.7M Buy
63,166
+19,774
+46% +$524K 0.91% 16
2016
Q1 		$1.15M Buy
43,392
+13,842
+47% +$361K 0.7% 27
2015
Q4 		$761K Buy
29,550
+6,074
+26% +$157K 0.09% 338
2015
Q3 		$612K Buy
23,476
+8,072
+52% +$209K 0.66% 32
2015
Q2 		$398K Buy
+15,404
New +$403K 0.38% 63

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Simplicity Solutions's SCHZ Position: Q2 2023 in Review

Simplicity Solutions sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 71,098 shares — an estimated $1.67M sold.

Simplicity Solutions first reported a position in SCHZ in Q2 2015 and held it in 28 quarters. The position peaked at $2.64M in Q4 2016. 543 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Simplicity Solutions reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 71,098 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $1.67M.
  • Simplicity Solutions first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and held it in 28 quarters.
  • Simplicity Solutions's Schwab US Aggregate Bond ETF position peaked at $2.64M in Q4 2016.
  • 543 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.