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Smith & Howard Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Smith & Howard 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
2022
Q4 		– Sell
-36,466
Closed -$826K – 72
2022
Q3 		$826K Sell
36,466
-22,284
-38% -$531K 0.35% 36
2022
Q2 		$1.41M Buy
58,750
+24,788
+73% +$600K 0.6% 30
2022
Q1 		$859K Buy
+33,962
New +$882K 0.36% 33

Other funds holding SCHZ

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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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Smith & Howard Wealth Management's SCHZ Position: Q4 2022 in Review

Smith & Howard Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 36,466 shares — an estimated $826K sold.

Smith & Howard Wealth Management first reported a position in SCHZ in Q1 2022 and held it in 3 quarters. The position peaked at $1.41M in Q2 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Smith & Howard Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 36,466 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $826K.
  • Smith & Howard Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.41M in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.