Wilbanks Smith & Thomas Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q2	–	Sell	-12,782	Closed	-$308K	–	511
2022 Q1	$308K	Sell	12,782 -198	-2%	-$5.14K	0.01%	389
2021 Q4	$350K	Buy	12,980 +866	+7%	+$23.4K	0.01%	379
2021 Q3	$329K	Buy	12,114 +20	+0.2%	+$548	0.01%	370
2021 Q2	$330K	Sell	12,094 -2,176	-15%	-$59K	0.01%	374
2021 Q1	$385K	Buy	14,270 +6	+0%	+$165	0.02%	327
2020 Q4	$400K	Buy	14,264 +1,000	+8%	+$28K	0.02%	290
2020 Q3	$372K	Buy	13,264 +30	+0.2%	+$846	0.02%	287
2020 Q2	$372K	Sell	13,234 -340	-3%	-$9.46K	0.02%	272
2020 Q1	$368K	Buy	+13,574	New	+$367K	0.03%	256
2018 Q4	–	Sell	-4,790	Closed	-$120K	–	1135
2018 Q3	$120K	Buy	+4,790	New	+$121K	0.01%	501

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHZ Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 12,782 shares — an estimated $308K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHZ in Q3 2018 and held it in 10 quarters. The position peaked at $400K in Q4 2020. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 12,782 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $308K.
Wilbanks Smith & Thomas Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and held it in 10 quarters.
Wilbanks Smith & Thomas Asset Management's Schwab US Aggregate Bond ETF position peaked at $400K in Q4 2020.
533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.