VC
SCHZ icon

Vestor Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vestor Capital’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
Q1 		– Sell
-1,510
Closed -$41K – 247
2021
Q4 		$41K Hold
1,510
– – ﹤0.01% 231
2021
Q3 		$41K Hold
1,510
– – ﹤0.01% 232
2021
Q2 		$41K Hold
1,510
– – ﹤0.01% 213
2021
Q1 		$41K Hold
1,510
– – ﹤0.01% 205
2020
Q4 		$42K Buy
+1,510
New +$42.2K 0.01% 202

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Vestor Capital's SCHZ Position: Q1 2022 in Review

Vestor Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 1,510 shares — an estimated $41K sold.

Vestor Capital first reported a position in SCHZ in Q4 2020 and held it in 5 quarters. The position peaked at $42K in Q4 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Vestor Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Vestor Capital sold 1,510 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $41K.
  • Vestor Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
  • Vestor Capital's Schwab US Aggregate Bond ETF position peaked at $42K in Q4 2020.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Vestor Capital's 13F filing for Q1 2022, filed 9 May 2022.