Allianz Asset Management
SCHZ icon

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

Allianz 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
2018
Q2 		– Sell
-100,584
Closed -$2.57M – 2699
2018
Q1 		$2.57M Buy
100,584
+11,340
+13% +$290K ﹤0.01% 1812
2017
Q4 		$2.32M Buy
89,244
+18,518
+26% +$483K ﹤0.01% 1962
2017
Q3 		$1.85M Buy
70,726
+7,110
+11% +$186K ﹤0.01% 2032
2017
Q2 		$1.66M Hold
63,616
– – ﹤0.01% 2050
2017
Q1 		$1.65M Buy
63,616
+4,620
+8% +$119K ﹤0.01% 2067
2016
Q4 		$1.52M Buy
58,996
+32,544
+123% +$851K ﹤0.01% 2064
2016
Q3 		$710K Buy
26,452
+5,482
+26% +$147K ﹤0.01% 2297
2016
Q2 		$563K Buy
20,970
+6,784
+48% +$180K ﹤0.01% 2285
2016
Q1 		$375K Sell
14,186
-115,526
-89% -$3.02M ﹤0.01% 2308
2015
Q4 		$3.34M Buy
+129,712
New +$3.36M ﹤0.01% 1502

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MFRM
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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Allianz Asset Management's SCHZ Position: Q2 2018 in Review

Allianz Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2018, closing a stake of 100,584 shares — an estimated $2.57M sold.

Allianz Asset Management first reported a position in SCHZ in Q4 2015 and held it in 10 quarters. The position peaked at $3.34M in Q4 2015. 330 funds tracked by Wall St. Rank hold SCHZ as of Q2 2018.

  • Allianz Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Allianz Asset Management sold 100,584 Schwab US Aggregate Bond ETF shares in Q2 2018, an estimated $2.57M.
  • Allianz Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 10 quarters.
  • Allianz Asset Management's Schwab US Aggregate Bond ETF position peaked at $3.34M in Q4 2015.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2018.

Based on Allianz Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.