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USAdvisors Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

USAdvisors Wealth Management’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
Q4 		– Sell
-16,698
Closed -$378K – 123
2022
Q3 		$378K Sell
16,698
-50
-0.3% -$1.19K 0.19% 90
2022
Q2 		$401K Sell
16,748
-28
-0.2% -$678 0.2% 89
2022
Q1 		$424K Sell
16,776
-3,136
-16% -$81.4K 0.18% 89
2021
Q4 		$537K Sell
19,912
-3,642
-15% -$98.5K 0.22% 81
2021
Q3 		$639K Buy
+23,554
New +$646K 0.28% 71
2021
Q2 		– Sell
-26,342
Closed -$710K – 113
2021
Q1 		$710K Sell
26,342
-276,200
-91% -$7.58M 0.34% 63
2020
Q4 		$8.47M Sell
302,542
-28,524
-9% -$798K 4.07% 8
2020
Q3 		$9.3K Buy
331,066
+2,346
+0.7% +$66.2K 1.45% 9
2020
Q2 		$9.24M Buy
328,720
+54,648
+20% +$1.52M 4.91% 7
2020
Q1 		$7.44M Sell
274,072
-109,702
-29% -$2.96M 4.59% 6
2019
Q4 		$10.3M Buy
383,774
+39,808
+12% +$1.07M 5.31% 6
2019
Q3 		$9.26M Sell
343,966
-33,058
-9% -$884K 4.78% 8
2019
Q2 		$9.99K Buy
377,024
+44,218
+13% +$1.15M 4.28% 8
2019
Q1 		$8.63M Buy
332,806
+123,368
+59% +$3.15M 6.14% 8
2018
Q4 		$5.3M Sell
209,438
-106,992
-34% -$2.67M 4.33% 13
2018
Q3 		$7.95M Buy
+316,430
New +$7.99M 5.7% 8

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

USAdvisors Wealth Management's SCHZ Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 16,698 shares — an estimated $378K sold.

USAdvisors Wealth Management first reported a position in SCHZ in Q3 2018 and held it in 16 quarters. The position peaked at $10.3M in Q4 2019. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • USAdvisors Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 16,698 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $378K.
  • USAdvisors Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and held it in 16 quarters.
  • USAdvisors Wealth Management's Schwab US Aggregate Bond ETF position peaked at $10.3M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.