Strategic Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Strategic Financial Planning’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	-10,000	Closed	-$253K	–	35
2022 Q1	$253K	Sell	10,000 -1,804	-15%	-$46.9K	0.21%	30
2021 Q4	$318K	Buy	11,804 +146	+1%	+$3.95K	0.23%	30
2021 Q3	$316K	Sell	11,658 -8	-0.1%	-$219	0.23%	30
2021 Q2	$318K	Sell	11,666 -2	-0%	-$54	0.23%	30
2021 Q1	$315K	Buy	11,668 +4	+0%	+$110	0.23%	29
2020 Q4	$327K	Sell	11,664 -2	-0%	-$56	0.29%	29
2020 Q3	$327K	Sell	11,666 -2	-0%	-$56	0.34%	28
2020 Q2	$328K	Sell	11,668 -254	-2%	-$7.07K	0.37%	27
2020 Q1	$324K	Sell	11,922 -3,766	-24%	-$102K	0.43%	24
2019 Q4	$419K	Buy	+15,688	New	+$420K	0.41%	25

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

Strategic Financial Planning's SCHZ Position: Q2 2022 in Review

Strategic Financial Planning sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 10,000 shares — an estimated $253K sold.

Strategic Financial Planning first reported a position in SCHZ in Q4 2019 and held it in 10 quarters. The position peaked at $419K in Q4 2019. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

Strategic Financial Planning reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Strategic Financial Planning sold 10,000 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $253K.
Strategic Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 10 quarters.
Strategic Financial Planning's Schwab US Aggregate Bond ETF position peaked at $419K in Q4 2019.
533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Strategic Financial Planning's 13F filing for Q2 2022, filed 3 Aug 2022.