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Strategic Capital Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Strategic Capital Advisers’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 		$1.73M Sell
72,428
-660
-0.9% -$16K 1.43% 34
2022
Q1 		$1.85M Sell
73,088
-2,290
-3% -$59.5K 1.41% 34
2021
Q4 		$2.03M Buy
75,378
+2,082
+3% +$56.3K 1.45% 35
2021
Q3 		$1.99M Buy
73,296
+4,988
+7% +$137K 1.55% 33
2021
Q2 		$1.86M Buy
68,308
+830
+1% +$22.5K 1.54% 33
2021
Q1 		$1.82M Buy
67,478
+3,248
+5% +$89.2K 1.58% 34
2020
Q4 		$1.8M Buy
64,230
+3,258
+5% +$91.1K 1.53% 32
2020
Q3 		$1.71M Buy
60,972
+1,598
+3% +$45.1K 1.6% 33
2020
Q2 		$1.67M Buy
59,374
+2,892
+5% +$80.5K 1.68% 31
2020
Q1 		$1.53M Buy
56,482
+1,886
+3% +$50.9K 1.86% 28
2019
Q4 		$1.46M Buy
54,596
+1,444
+3% +$38.7K 1.37% 35
2019
Q3 		$1.43M Buy
53,152
+3,804
+8% +$102K 1.59% 32
2019
Q2 		$1.31M Buy
49,348
+706
+1% +$18.4K 1.38% 33
2019
Q1 		$1.26M Buy
48,642
+9,914
+26% +$253K 1.36% 34
2018
Q4 		$979K Buy
38,728
+572
+1% +$14.3K 1.05% 39
2018
Q3 		$959K Buy
38,156
+14
+0% +$354 0.68% 41
2018
Q2 		$963K Buy
38,142
+4,378
+13% +$111K 0.7% 39
2018
Q1 		$879K Hold
33,764
– – 0.87% 42
2017
Q4 		$879K Buy
+33,764
New +$881K 0.87% 42

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strategic Capital Advisers's SCHZ Position: Q2 2022 in Review

Strategic Capital Advisers reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.9% in Q2 2022, selling an estimated $16K and leaving 72,428 shares worth $1.73M. The position accounts for 1.43% of the portfolio, ranked #34.

Strategic Capital Advisers first reported a position in SCHZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2021. 534 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Strategic Capital Advisers held 72,428 shares of Schwab US Aggregate Bond ETF worth $1.73M as of Q2 2022.
  • Strategic Capital Advisers sold 660 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $16K.
  • Schwab US Aggregate Bond ETF made up 1.43% of Strategic Capital Advisers's portfolio in Q2 2022, its #34 holding.
  • Strategic Capital Advisers first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Strategic Capital Advisers's Schwab US Aggregate Bond ETF position peaked at $2.03M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.