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Wealthquest’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wealthquest’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
2020
Q3 		– Sell
-12,194
Closed -$342K – 114
2020
Q2 		$342K Buy
+12,194
New +$339K 0.09% 79
2019
Q4 		$433K Sell
16,220
-3,160
-16% -$84.7K 0.12% 85
2019
Q3 		$521K Sell
19,380
-2,568
-12% -$68.7K 0.17% 76
2019
Q2 		$581K Sell
21,948
-2,534
-10% -$65.9K 0.22% 74
2019
Q1 		$635K Buy
24,482
+1,352
+6% +$34.5K 0.24% 67
2018
Q4 		$585K Buy
+23,130
New +$578K 0.24% 69

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealthquest's SCHZ Position: Q3 2020 in Review

Wealthquest sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2020, closing a stake of 12,194 shares — an estimated $342K sold.

Wealthquest first reported a position in SCHZ in Q4 2018 and held it in 6 quarters. The position peaked at $635K in Q1 2019. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • Wealthquest reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthquest sold 12,194 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $342K.
  • Wealthquest first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 6 quarters.
  • Wealthquest's Schwab US Aggregate Bond ETF position peaked at $635K in Q1 2019.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Wealthquest's 13F filing for Q3 2020, filed 12 Nov 2020.