Willow Creek Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Willow Creek Wealth 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
2019 Q4	–	Sell	-22,178	Closed	-$597K	–	88
2019 Q3	$597K	Buy	22,178 +144	+0.7%	+$3.85K	0.28%	32
2019 Q2	$584K	Buy	22,034 +152	+0.7%	+$3.95K	0.28%	32
2019 Q1	$568K	Buy	21,882 +182	+0.8%	+$4.64K	0.29%	34
2018 Q4	$549K	Buy	21,700 +194	+0.9%	+$4.84K	0.29%	30
2018 Q3	$540K	Buy	21,506 +194	+0.9%	+$4.9K	0.3%	32
2018 Q2	$540K	Buy	21,312 +230	+1%	+$5.81K	0.3%	30
2018 Q1	$538K	Buy	+21,082	New	+$539K	0.29%	32

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

HCM

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

Willow Creek Wealth Management's SCHZ Position: Q4 2019 in Review

Willow Creek Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 22,178 shares — an estimated $597K sold.

Willow Creek Wealth Management first reported a position in SCHZ in Q1 2018 and held it in 7 quarters. The position peaked at $597K in Q3 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

Willow Creek Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
Willow Creek Wealth Management sold 22,178 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $597K.
Willow Creek Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 7 quarters.
Willow Creek Wealth Management's Schwab US Aggregate Bond ETF position peaked at $597K in Q3 2019.
457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Willow Creek Wealth Management's 13F filing for Q4 2019, filed 3 Feb 2020.