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Ten Capital Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ten Capital Wealth Advisors’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
Q4 		– Sell
-24
Closed -$1K – 511
2021
Q3 		$1K Sell
24
-922
-97% -$25.3K ﹤0.01% 413
2021
Q2 		$26K Sell
946
-1,882
-67% -$51.1K 0.01% 231
2021
Q1 		$76K Buy
2,828
+494
+21% +$13.6K 0.02% 152
2020
Q4 		$65K Buy
+2,334
New +$65.3K 0.02% 153

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ten Capital Wealth Advisors's SCHZ Position: Q4 2021 in Review

Ten Capital Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 24 shares — an estimated $1K sold.

Ten Capital Wealth Advisors first reported a position in SCHZ in Q4 2020 and held it in 4 quarters. The position peaked at $76K in Q1 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Ten Capital Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 24 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $1K.
  • Ten Capital Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Ten Capital Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $76K in Q1 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.