Wipfli Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wipfli Financial Advisors’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 Q3	$10K	Buy	+440	New	+$10.5K	﹤0.01%	1854
2022 Q2	–	Sell	-18,380	Closed	-$465K	–	99
2022 Q1	$465K	Sell	18,380 -4,892	-21%	-$127K	0.05%	61
2021 Q4	$627K	Sell	23,272 -1,998	-8%	-$54K	0.07%	29
2021 Q3	$686K	Sell	25,270 -7,948	-24%	-$218K	0.09%	23
2021 Q2	$907K	Sell	33,218 -13,630	-29%	-$370K	0.13%	20
2021 Q1	$1.26M	Buy	46,848 +12,414	+36%	+$341K	0.69%	8
2020 Q4	$965K	Buy	+34,434	New	+$963K	0.57%	13

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wipfli Financial Advisors's SCHZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022: 440 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in SCHZ as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in SCHZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2021. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

Wipfli Financial Advisors held 440 shares of Schwab US Aggregate Bond ETF worth $10K as of Q3 2022.
Schwab US Aggregate Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1854 holding.
Wipfli Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
Wipfli Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $1.26M in Q1 2021.
503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.