TAP Consulting’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TAP Consulting’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	-452,076	Closed	-$11.4M	–	143
2022 Q1	$11.4M	Sell	452,076 -161,478	-26%	-$4.19M	3%	6
2021 Q4	$16.5M	Sell	613,554 -20,050	-3%	-$542K	3.77%	1
2021 Q3	$17.2M	Buy	633,604 +32,312	+5%	+$886K	4.61%	1
2021 Q2	$16.4M	Sell	601,292 -125,116	-17%	-$3.4M	4.61%	1
2021 Q1	$19.6M	Buy	726,408 +175,600	+32%	+$4.82M	6.08%	1
2020 Q4	$15.4M	Buy	550,808 +75,702	+16%	+$2.12M	5.56%	1
2020 Q3	$13.3M	Buy	475,106 +144,750	+44%	+$4.08M	5.24%	1
2020 Q2	$9.29M	Buy	330,356 +209,282	+173%	+$5.82M	4.57%	1
2020 Q1	$3.29M	Buy	121,074 +4,118	+4%	+$111K	2.21%	11
2019 Q4	$3.12M	Buy	116,956 +8,444	+8%	+$226K	1.74%	16
2019 Q3	$2.92M	Buy	+108,512	New	+$2.9M	1.72%	14

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Envestnet Asset Management

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Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Financial Engines Advisors

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

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return