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

Wealth Architects’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
2019
Q2 		– Sell
-8,502
Closed -$221K – 139
2019
Q1 		$221K Buy
+8,502
New +$217K 0.07% 120

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MFRM
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wealth Architects's SCHZ Position: Q2 2019 in Review

Wealth Architects sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 8,502 shares — an estimated $221K sold.

Wealth Architects first reported a position in SCHZ in Q1 2019 and held it in 1 quarter. The position peaked at $221K in Q1 2019. 400 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

  • Wealth Architects reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Wealth Architects sold 8,502 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $221K.
  • Wealth Architects first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Wealth Architects's Schwab US Aggregate Bond ETF position peaked at $221K in Q1 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Wealth Architects's 13F filing for Q2 2019, filed 12 Jul 2019.