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Aspen Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Aspen Investment 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
2017
Q4 		– Sell
-8,000
Closed -$209K – 144
2017
Q3 		$209K Sell
8,000
-110
-1% -$2.88K 0.16% 130
2017
Q2 		$212K Sell
8,110
-390
-5% -$10.2K 0.16% 122
2017
Q1 		$220K Hold
8,500
– – 0.16% 122
2016
Q4 		$219K Sell
8,500
-200
-2% -$5.23K 0.17% 120
2016
Q3 		$233K Sell
8,700
-400
-4% -$10.7K 0.18% 114
2016
Q2 		$244K Hold
9,100
– – 0.2% 108
2016
Q1 		$240K Sell
9,100
-240
-3% -$6.26K 0.22% 103
2015
Q4 		$241K Hold
9,340
– – 0.24% 108
2015
Q3 		$243K Sell
9,340
-2,080
-18% -$53.9K 0.24% 103
2015
Q2 		$295K Hold
11,420
– – 0.25% 92
2015
Q1 		$302K Sell
11,420
-520
-4% -$13.7K 0.24% 93
2014
Q4 		$313K Sell
11,940
-2,720
-19% -$71K 0.26% 90
2014
Q3 		$379K Sell
14,660
-1,020
-7% -$26.4K 0.32% 80
2014
Q2 		$407K Buy
15,680
+1,260
+9% +$32.5K 0.25% 93
2014
Q1 		$369K Buy
14,420
+20
+0.1% +$510 0.24% 93
2013
Q4 		$362K Sell
14,400
-1,340
-9% -$34K 0.24% 95
2013
Q3 		$400K Sell
15,740
-400
-2% -$10.1K 0.28% 87
2013
Q2 		$408K Buy
+16,140
New +$419K 0.28% 86

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspen Investment Management's SCHZ Position: Q4 2017 in Review

Aspen Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2017, closing a stake of 8,000 shares — an estimated $209K sold.

Aspen Investment Management first reported a position in SCHZ in Q2 2013 and held it in 18 quarters. The position peaked at $408K in Q2 2013. 321 funds tracked by Wall St. Rank hold SCHZ as of Q4 2017.

  • Aspen Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Aspen Investment Management sold 8,000 Schwab US Aggregate Bond ETF shares in Q4 2017, an estimated $209K.
  • Aspen Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Aspen Investment Management's Schwab US Aggregate Bond ETF position peaked at $408K in Q2 2013.
  • 321 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2017.

Based on Aspen Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.