WAM
SCHZ icon

Wealthspire Advisors (Maryland)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wealthspire Advisors (Maryland)’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 		$28.8M Buy
1,028,666
+80,824
+9% +$2.28M 1.02% 19
2020
Q2 		$26.7M Buy
947,842
+198,126
+26% +$5.51M 1.91% 13
2020
Q1 		$20.3M Sell
749,716
-38,354
-5% -$1.04M 1.77% 13
2019
Q4 		$21.1M Buy
788,070
+206,564
+36% +$5.54M 1.41% 15
2019
Q3 		$15.7M Buy
581,506
+17,480
+3% +$468K 1.15% 18
2019
Q2 		$14.9M Buy
564,026
+24,814
+5% +$645K 1.12% 20
2019
Q1 		$14M Buy
539,212
+40,876
+8% +$1.04M 1.05% 19
2018
Q4 		$12.6M Buy
498,336
+114,266
+30% +$2.85M 1.12% 18
2018
Q3 		$9.65M Buy
384,070
+13,066
+4% +$330K 0.8% 21
2018
Q2 		$9.39M Buy
371,004
+14,534
+4% +$367K 0.85% 20
2018
Q1 		$9.09M Buy
356,470
+43,988
+14% +$1.12M 0.86% 19
2017
Q4 		$8.13M Buy
312,482
+4,996
+2% +$130K 0.79% 21
2017
Q3 		$8.05M Buy
307,486
+19,046
+7% +$499K 0.88% 19
2017
Q2 		$7.54M Buy
288,440
+20,050
+7% +$523K 0.89% 17
2017
Q1 		$6.95M Buy
268,390
+41,998
+19% +$1.08M 0.99% 16
2016
Q4 		$5.83M Buy
226,392
+8,142
+4% +$213K 0.87% 20
2016
Q3 		$5.86M Buy
218,250
+5,242
+2% +$141K 0.91% 19
2016
Q2 		$5.72M Buy
213,008
+20,344
+11% +$539K 0.95% 17
2016
Q1 		$5.09M Buy
192,664
+6,394
+3% +$167K 0.9% 18
2015
Q4 		$4.8M Buy
+186,270
New +$4.83M 0.89% 17

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

Wealthspire Advisors (Maryland)'s SCHZ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.5% in Q3 2020, buying an estimated $2.28M and bringing the position to 1,028,666 shares worth $28.8M. The position accounts for 1.02% of the portfolio, ranked #19.

Wealthspire Advisors (Maryland) first reported a position in SCHZ in Q4 2015 and has held it in 20 quarters since. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,028,666 shares of Schwab US Aggregate Bond ETF worth $28.8M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 80,824 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $2.28M.
  • Schwab US Aggregate Bond ETF made up 1.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #19 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.