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

Southern 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 Q2	–	Sell	-9,104	Closed	-$230K	–	59
2022 Q1	$230K	Buy	9,104 +34	+0.4%	+$883	0.07%	57
2021 Q4	$244K	Buy	9,070 +62	+0.7%	+$1.68K	0.1%	53
2021 Q3	$244K	Buy	9,008 +32	+0.4%	+$877	0.07%	54
2021 Q2	$246K	Buy	8,976 +204	+2%	+$5.54K	0.07%	55
2021 Q1	$237K	Buy	8,772 +16	+0.2%	+$439	0.08%	54
2020 Q4	$245K	Buy	8,756 +134	+2%	+$3.75K	0.09%	54
2020 Q3	$242K	Buy	8,622 +22	+0.3%	+$620	0.09%	50
2020 Q2	$242K	Sell	8,600 -108	-1%	-$3K	0.05%	53
2020 Q1	$236K	Buy	8,708 +40	+0.5%	+$1.08K	0.05%	54
2019 Q4	$232K	Buy	+8,668	New	+$232K	0.04%	55

Other funds holding SCHZ

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

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

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

OIA

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

APP

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

RIM

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Southern Wealth Management's SCHZ Position: Q2 2022 in Review

Southern Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 9,104 shares — an estimated $230K sold.

Southern Wealth Management first reported a position in SCHZ in Q4 2019 and held it in 10 quarters. The position peaked at $246K in Q2 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

Southern Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Southern Wealth Management sold 9,104 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $230K.
Southern Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 10 quarters.
Southern Wealth Management's Schwab US Aggregate Bond ETF position peaked at $246K in Q2 2021.
533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Southern Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.