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Baystate Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Baystate Wealth 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
2019
Q1 		– Sell
-150
Closed -$4K – 701
2018
Q4 		$4K Buy
+150
New +$3.75K ﹤0.01% 468
2018
Q1 		– Sell
-60
Closed -$2K – 718
2017
Q4 		$2K Hold
60
– – ﹤0.01% 517
2017
Q3 		$2K Hold
60
– – ﹤0.01% 501
2017
Q2 		$2K Buy
+60
New +$1.56K ﹤0.01% 511

Other funds holding SCHZ

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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baystate Wealth Management's SCHZ Position: Q1 2019 in Review

Baystate Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 150 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in SCHZ in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Baystate Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 150 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $4K.
  • Baystate Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 4 quarters.
  • Baystate Wealth Management's Schwab US Aggregate Bond ETF position peaked at $4K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.