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Steph & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Steph & Co’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
Q3 		– Sell
-220
Closed -$6K – 274
2021
Q2 		$6K Hold
220
– – ﹤0.01% 225
2021
Q1 		$6K Buy
+220
New +$6.04K ﹤0.01% 224

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APP
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Steph & Co's SCHZ Position: Q3 2021 in Review

Steph & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 220 shares — an estimated $6K sold.

Steph & Co first reported a position in SCHZ in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Steph & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Steph & Co sold 220 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $6K.
  • Steph & Co first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Steph & Co's Schwab US Aggregate Bond ETF position peaked at $6K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Steph & Co's 13F filing for Q3 2021, filed 22 Oct 2021.