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YHB Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

YHB Investment 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
2021
Q4 		– Sell
-9,050
Closed -$246K – 315
2021
Q3 		$246K Sell
9,050
-60,920
-87% -$1.67M 0.02% 278
2021
Q2 		$1.91M Sell
69,970
-2,534
-3% -$68.8K 0.16% 125
2021
Q1 		$1.97M Buy
+72,504
New +$1.99M 0.17% 125

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

YHB Investment Advisors's SCHZ Position: Q4 2021 in Review

YHB Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 9,050 shares — an estimated $246K sold.

YHB Investment Advisors first reported a position in SCHZ in Q1 2021 and held it in 3 quarters. The position peaked at $1.97M in Q1 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • YHB Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 9,050 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $246K.
  • YHB Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 3 quarters.
  • YHB Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $1.97M in Q1 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on YHB Investment Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.