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Accurate Investment Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Accurate Investment Solutions’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
2016
Q1 		– Sell
-16,052
Closed -$413K – 411
2015
Q4 		$413K Buy
+16,052
New +$416K 0.38% 38

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SFPM
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Wealth Enhancement Advisory Services
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OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Accurate Investment Solutions's SCHZ Position: Q1 2016 in Review

Accurate Investment Solutions sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2016, closing a stake of 16,052 shares — an estimated $413K sold.

Accurate Investment Solutions first reported a position in SCHZ in Q4 2015 and held it in 1 quarter. The position peaked at $413K in Q4 2015. 161 funds tracked by Wall St. Rank hold SCHZ as of Q1 2016.

  • Accurate Investment Solutions reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Accurate Investment Solutions sold 16,052 Schwab US Aggregate Bond ETF shares in Q1 2016, an estimated $413K.
  • Accurate Investment Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 1 quarter.
  • Accurate Investment Solutions's Schwab US Aggregate Bond ETF position peaked at $413K in Q4 2015.
  • 161 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2016.

Based on Accurate Investment Solutions's 13F filing for Q1 2016, filed 14 Apr 2016.