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Spinnaker Investment Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Spinnaker Investment Group’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
-8,108
Closed -$204K – 89
2022
Q1 		$204K Sell
8,108
-39,766
-83% -$1.03M 0.07% 86
2021
Q4 		$1.26M Buy
+47,874
New +$1.29M 0.44% 28

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Ameriprise
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
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
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

Spinnaker Investment Group's SCHZ Position: Q2 2022 in Review

Spinnaker Investment Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 8,108 shares — an estimated $204K sold.

Spinnaker Investment Group first reported a position in SCHZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.26M in Q4 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Spinnaker Investment Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Spinnaker Investment Group sold 8,108 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $204K.
  • Spinnaker Investment Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Spinnaker Investment Group's Schwab US Aggregate Bond ETF position peaked at $1.26M in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Spinnaker Investment Group's 13F filing for Q2 2022, filed 19 Jul 2022.