Ancora Family Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ancora Family Wealth 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 Q3	$14.3M	Buy	532,878 +50,598	+10%	+$1.36M	4.87%	2
2016 Q2	$13M	Buy	482,280 +25,148	+6%	+$667K	4.91%	2
2016 Q1	$12.1M	Buy	457,132 +10,336	+2%	+$270K	4.92%	1
2015 Q4	$11.5M	Buy	446,796 +22,298	+5%	+$578K	4.92%	1
2015 Q3	$11.1M	Buy	+424,498	New	+$11M	4.61%	2

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $67.3B AUM 21.9% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ancora Family Wealth Advisors's SCHZ Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q3 2016, buying an estimated $1.36M and bringing the position to 532,878 shares worth $14.3M. The position accounts for 4.87% of the portfolio, ranked #2.

Ancora Family Wealth Advisors first reported a position in SCHZ in Q3 2015 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold SCHZ as of Q3 2016.

Ancora Family Wealth Advisors held 532,878 shares of Schwab US Aggregate Bond ETF worth $14.3M as of Q3 2016.
Ancora Family Wealth Advisors bought 50,598 Schwab US Aggregate Bond ETF shares in Q3 2016, an estimated $1.36M.
Schwab US Aggregate Bond ETF made up 4.87% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #2 holding.
Ancora Family Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2015 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.