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Sonora Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sonora Investment 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
2021
Q1 		– Sell
-2,450
Closed -$69K – 1788
2020
Q4 		$69K Buy
+2,450
New +$68.5K 0.01% 515
2020
Q2 		– Sell
-380
Closed -$10K – 1866
2020
Q1 		$10K Hold
380
– – ﹤0.01% 1059
2019
Q4 		$10K Buy
+380
New +$10.2K ﹤0.01% 1220

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

Sonora Investment Management's SCHZ Position: Q1 2021 in Review

Sonora Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 2,450 shares — an estimated $69K sold.

Sonora Investment Management first reported a position in SCHZ in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Sonora Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 2,450 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $69K.
  • Sonora Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Sonora Investment Management's Schwab US Aggregate Bond ETF position peaked at $69K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.