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Boaz Weinstein’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Boaz Weinstein’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
Q2 		– Sell
-13,824
Closed -$353K – 228
2014
Q1 		$353K Buy
+13,824
New +$352K 0.02% 196

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $3.94B AUM 18.64% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Boaz Weinstein's SCHZ Position: Q2 2014 in Review

Boaz Weinstein sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2014, closing a stake of 13,824 shares — an estimated $353K sold.

Boaz Weinstein first reported a position in SCHZ in Q1 2014 and held it in 1 quarter. The position peaked at $353K in Q1 2014. 68 funds tracked by Wall St. Rank hold SCHZ as of Q2 2014.

  • Boaz Weinstein reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Boaz Weinstein sold 13,824 Schwab US Aggregate Bond ETF shares in Q2 2014, an estimated $353K.
  • Boaz Weinstein first reported a position in Schwab US Aggregate Bond ETF in Q1 2014 and held it in 1 quarter.
  • Boaz Weinstein's Schwab US Aggregate Bond ETF position peaked at $353K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2014.

Based on Saba Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.