AA
SCHZ icon

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

AlphaMark 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
2016
Q4 		– Sell
-20,262
Closed -$544K – 471
2016
Q3 		$544K Buy
+20,262
New +$544K 0.27% 72

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

AlphaMark Advisors's SCHZ Position: Q4 2016 in Review

AlphaMark Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2016, closing a stake of 20,262 shares — an estimated $544K sold.

AlphaMark Advisors first reported a position in SCHZ in Q3 2016 and held it in 1 quarter. The position peaked at $544K in Q3 2016. 213 funds tracked by Wall St. Rank hold SCHZ as of Q4 2016.

  • AlphaMark Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • AlphaMark Advisors sold 20,262 Schwab US Aggregate Bond ETF shares in Q4 2016, an estimated $544K.
  • AlphaMark Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 1 quarter.
  • AlphaMark Advisors's Schwab US Aggregate Bond ETF position peaked at $544K in Q3 2016.
  • 213 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2016.

Based on AlphaMark Advisors's 13F filing for Q4 2016, filed 26 Jan 2017.