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Beacon Pointe Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Beacon Pointe 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
2019
Q4 		$672K Buy
25,142
+5,402
+27% +$145K 0.12% 136
2019
Q3 		$531K Buy
19,740
+9,922
+101% +$265K 0.11% 151
2019
Q2 		$259K Buy
+9,818
New +$255K 0.05% 229

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SCHZ Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 27% in Q4 2019, buying an estimated $145K and bringing the position to 25,142 shares worth $672K. The position accounts for 0.12% of the portfolio, ranked #136.

Beacon Pointe Wealth Advisors first reported a position in SCHZ in Q2 2019 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 25,142 shares of Schwab US Aggregate Bond ETF worth $672K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 5,402 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $145K.
  • Schwab US Aggregate Bond ETF made up 0.12% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #136 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.