Advisors Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisors 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
2019 Q4	–	Sell	-2,464	Closed	-$66.3K	–	1594
2019 Q3	$66.3K	Sell	2,464 -2,192	-47%	-$58.6K	﹤0.01%	1367
2019 Q2	$123K	Sell	4,656 -724	-13%	-$18.8K	﹤0.01%	1276
2019 Q1	$140K	Sell	5,380 -230	-4%	-$5.87K	﹤0.01%	1265
2018 Q4	$142K	Buy	5,610 +410	+8%	+$10.2K	﹤0.01%	1279
2018 Q3	$131K	Buy	5,200 +3,208	+161%	+$81K	﹤0.01%	1309
2018 Q2	$50K	Buy	1,992 +1,630	+450%	+$41.2K	﹤0.01%	1429
2018 Q1	$9K	Buy	+362	New	+$9.26K	﹤0.01%	1466

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

HCM

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

Advisors Asset Management's SCHZ Position: Q4 2019 in Review

Advisors Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 2,464 shares — an estimated $66.3K sold.

Advisors Asset Management first reported a position in SCHZ in Q1 2018 and held it in 7 quarters. The position peaked at $142K in Q4 2018. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

Advisors Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
Advisors Asset Management sold 2,464 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $66.3K.
Advisors Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 7 quarters.
Advisors Asset Management's Schwab US Aggregate Bond ETF position peaked at $142K in Q4 2018.
457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Advisors Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.