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Valeo Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Valeo Financial 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
Q2 		– Sell
-996
Closed -$27K – 1577
2021
Q1 		$27K Sell
996
-788
-44% -$21.6K ﹤0.01% 1067
2020
Q4 		$50K Buy
1,784
+22
+1% +$615 ﹤0.01% 783
2020
Q3 		$49K Buy
1,762
+894
+103% +$25.2K ﹤0.01% 675
2020
Q2 		$24K Buy
868
+92
+12% +$2.56K ﹤0.01% 996
2020
Q1 		$21K Buy
776
+140
+22% +$3.78K ﹤0.01% 887
2019
Q4 		$17K Buy
636
+114
+22% +$3.06K ﹤0.01% 960
2019
Q3 		$14K Sell
522
-22
-4% -$588 ﹤0.01% 945
2019
Q2 		$14K Sell
544
-76
-12% -$1.98K ﹤0.01% 937
2019
Q1 		$16K Buy
620
+154
+33% +$3.93K ﹤0.01% 848
2018
Q4 		$12K Sell
466
-242
-34% -$6.04K ﹤0.01% 840
2018
Q3 		$18K Hold
708
– – ﹤0.01% 808
2018
Q2 		$18K Buy
708
+4
+0.6% +$101 ﹤0.01% 797
2018
Q1 		$18K Hold
704
– – ﹤0.01% 746
2017
Q4 		$18K Buy
704
+468
+198% +$12.2K ﹤0.01% 697
2017
Q3 		$6K Buy
+236
New +$6.18K ﹤0.01% 840

Other funds holding SCHZ

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Valeo Financial Advisors's SCHZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 996 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in SCHZ in Q3 2017 and held it in 15 quarters. The position peaked at $50K in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 996 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $27K.
  • Valeo Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $50K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.