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TrueWealth LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TrueWealth LLC’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
2020
Q2 		$7K Sell
246
-44
-15% -$1.22K ﹤0.01% 529
2020
Q1 		$8K Buy
290
+86
+42% +$2.32K ﹤0.01% 484
2019
Q4 		$5K Buy
204
+102
+100% +$2.73K ﹤0.01% 575
2019
Q3 		$3K Hold
102
– – ﹤0.01% 618
2019
Q2 		$3K Buy
102
+68
+200% +$1.77K ﹤0.01% 629
2019
Q1 		$1K Hold
34
– – ﹤0.01% 708
2018
Q4 		$1K Hold
34
– – ﹤0.01% 711
2018
Q3 		$1K Buy
34
+2
+6% +$51 ﹤0.01% 793
2018
Q2 		$1K Hold
32
– – ﹤0.01% 804
2018
Q1 		$1K Hold
32
– – ﹤0.01% 770
2017
Q4 		$1K Buy
+32
New +$835 ﹤0.01% 882

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TrueWealth LLC's SCHZ Position: Q2 2020 in Review

TrueWealth LLC reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q2 2020, selling an estimated $1.22K and leaving 246 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

TrueWealth LLC first reported a position in SCHZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $8K in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • TrueWealth LLC held 246 shares of Schwab US Aggregate Bond ETF worth $7K as of Q2 2020.
  • TrueWealth LLC sold 44 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $1.22K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #529 holding.
  • TrueWealth LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Schwab US Aggregate Bond ETF position peaked at $8K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.