Verity & Verity’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Verity & Verity’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	-10,900	Closed	-$295K	–	105
2021 Q3	$295K	Hold	10,900	–	–	0.04%	87
2021 Q2	$298K	Hold	10,900	–	–	0.05%	89
2021 Q1	$298K	Hold	10,900	–	–	0.05%	87
2020 Q4	$302K	Hold	10,900	–	–	0.06%	87
2020 Q3	$304K	Hold	10,900	–	–	0.07%	74
2020 Q2	$307K	Hold	10,900	–	–	0.07%	76
2020 Q1	$296K	Hold	10,900	–	–	0.08%	80
2019 Q4	$291K	Hold	10,900	–	–	0.06%	102
2019 Q3	$294K	Hold	10,900	–	–	0.06%	99
2019 Q2	$289K	Buy	+10,900	New	+$283K	0.06%	96

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Verity & Verity's SCHZ Position: Q4 2021 in Review

Verity & Verity sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 10,900 shares — an estimated $295K sold.

Verity & Verity first reported a position in SCHZ in Q2 2019 and held it in 10 quarters. The position peaked at $307K in Q2 2020. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

Verity & Verity reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Verity & Verity sold 10,900 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $295K.
Verity & Verity first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 10 quarters.
Verity & Verity's Schwab US Aggregate Bond ETF position peaked at $307K in Q2 2020.
531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Verity & Verity's 13F filing for Q4 2021, filed 1 Feb 2022.