American International Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

American International Group’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 Q2	–	Sell	-4,542	Closed	-$120K	–	4208
2016 Q1	$120K	Buy	4,542 +156	+4%	+$4.07K	﹤0.01%	3272
2015 Q4	$113K	Buy	4,386 +2,170	+98%	+$56.2K	﹤0.01%	3390
2015 Q3	$58K	Buy	2,216 +1,784	+413%	+$46.3K	﹤0.01%	3842
2015 Q2	$11.2K	Sell	432 -1,568	-78%	-$41K	﹤0.01%	4567
2015 Q1	$52.9K	Hold	2,000	–	–	﹤0.01%	3943
2014 Q4	$52.4K	Hold	2,000	–	–	﹤0.01%	3956
2014 Q3	$51.8K	Hold	2,000	–	–	﹤0.01%	3959
2014 Q2	$51.9K	Hold	2,000	–	–	﹤0.01%	3950
2014 Q1	$51.1K	Hold	2,000	–	–	﹤0.01%	3832
2013 Q4	$50.3K	Hold	2,000	–	–	﹤0.01%	3767
2013 Q3	$50.8K	Hold	2,000	–	–	﹤0.01%	3720
2013 Q2	$50.5K	Buy	+2,000	New	+$51.9K	﹤0.01%	3569

Other funds holding SCHZ

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American International Group's SCHZ Position: Q2 2016 in Review

American International Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2016, closing a stake of 4,542 shares — an estimated $120K sold.

American International Group first reported a position in SCHZ in Q2 2013 and held it in 12 quarters. The position peaked at $120K in Q1 2016. 171 funds tracked by Wall St. Rank hold SCHZ as of Q2 2016.

American International Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2016 after selling out during the quarter.
American International Group sold 4,542 Schwab US Aggregate Bond ETF shares in Q2 2016, an estimated $120K.
American International Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 12 quarters.
American International Group's Schwab US Aggregate Bond ETF position peaked at $120K in Q1 2016.
171 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2016.

Based on American International Group's 13F filing for Q2 2016, filed 11 Aug 2016.