BWFA
SCHZ icon

Baltimore-Washington Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Baltimore-Washington Financial 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
2014
Q3 		– Sell
-208
Closed -$5K – 326
2014
Q2 		$5K Buy
+208
New +$5.36K ﹤0.01% 255

Other funds holding SCHZ

SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SCHZ Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2014, closing a stake of 208 shares — an estimated $5K sold.

Baltimore-Washington Financial Advisors first reported a position in SCHZ in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 78 funds tracked by Wall St. Rank hold SCHZ as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 208 Schwab US Aggregate Bond ETF shares in Q3 2014, an estimated $5K.
  • Baltimore-Washington Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $5K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.