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SVB Investment Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SVB Investment Services’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
-8,338
Closed -$234K – 52
2020
Q4 		$234K Sell
8,338
-182
-2% -$5.09K 0.18% 35
2020
Q3 		$239K Buy
8,520
+124
+1% +$3.5K 0.2% 35
2020
Q2 		$201K Sell
8,396
-7,632
-48% -$212K 0.18% 34
2020
Q1 		$435K Sell
16,028
-1,442
-8% -$38.9K 0.38% 28
2019
Q4 		$467K Buy
+17,470
New +$468K 0.44% 26

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Wealth Enhancement Advisory Services
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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

SVB Investment Services's SCHZ Position: Q1 2021 in Review

SVB Investment Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 8,338 shares — an estimated $234K sold.

SVB Investment Services first reported a position in SCHZ in Q4 2019 and held it in 5 quarters. The position peaked at $467K in Q4 2019. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • SVB Investment Services reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 8,338 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $234K.
  • SVB Investment Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's Schwab US Aggregate Bond ETF position peaked at $467K in Q4 2019.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.