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

Arcadia Investment 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
2018
Q4 		– Sell
-9,040
Closed -$227K – 69
2018
Q3 		$227K Hold
9,040
– – 0.18% 24
2018
Q2 		$229K Sell
9,040
-3,828
-30% -$96.7K 0.18% 29
2018
Q1 		$328K Hold
12,868
– – 0.28% 22
2017
Q4 		$335K Buy
+12,868
New +$336K 0.29% 22

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 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

Arcadia Investment Advisors's SCHZ Position: Q4 2018 in Review

Arcadia Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 9,040 shares — an estimated $227K sold.

Arcadia Investment Advisors first reported a position in SCHZ in Q4 2017 and held it in 4 quarters. The position peaked at $335K in Q4 2017. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Arcadia Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Arcadia Investment Advisors sold 9,040 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $227K.
  • Arcadia Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Arcadia Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $335K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Arcadia Investment Advisors's 13F filing for Q4 2018, filed 19 Dec 2024.