Stordahl Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stordahl Capital 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	-12,908	Closed	-$362K	–	48
2020 Q4	$362K	Buy	12,908 +72	+0.6%	+$2.01K	0.16%	34
2020 Q3	$360K	Buy	12,836 +396	+3%	+$11.2K	0.19%	34
2020 Q2	$350K	Buy	12,440 +1,082	+10%	+$30.1K	0.19%	33
2020 Q1	$310K	Buy	11,358 +452	+4%	+$12.2K	0.19%	34
2019 Q4	$291K	Buy	10,906 +188	+2%	+$5.04K	0.12%	37
2019 Q3	$289K	Hold	10,718	–	–	0.12%	38
2019 Q2	$283K	Hold	10,718	–	–	0.11%	41
2019 Q1	$276K	Buy	+10,718	New	+$273K	0.11%	42

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

APP

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

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

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

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

Stordahl Capital Management's SCHZ Position: Q1 2021 in Review

Stordahl Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 12,908 shares — an estimated $362K sold.

Stordahl Capital Management first reported a position in SCHZ in Q1 2019 and held it in 8 quarters. The position peaked at $362K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

Stordahl Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Stordahl Capital Management sold 12,908 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $362K.
Stordahl Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 8 quarters.
Stordahl Capital Management's Schwab US Aggregate Bond ETF position peaked at $362K in Q4 2020.
500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Stordahl Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.