BAS
SCHZ icon

Brown Advisory Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Brown Advisory Securities’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
2013
Q3 		– Sell
-15,444
Closed -$391K – 281
2013
Q2 		$391K Buy
+15,444
New +$401K 0.19% 140

Other funds holding SCHZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Brown Advisory Securities's SCHZ Position: Q3 2013 in Review

Brown Advisory Securities sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2013, closing a stake of 15,444 shares — an estimated $391K sold.

Brown Advisory Securities first reported a position in SCHZ in Q2 2013 and held it in 1 quarter. The position peaked at $391K in Q2 2013. 40 funds tracked by Wall St. Rank hold SCHZ as of Q3 2013.

  • Brown Advisory Securities reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Brown Advisory Securities sold 15,444 Schwab US Aggregate Bond ETF shares in Q3 2013, an estimated $391K.
  • Brown Advisory Securities first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Brown Advisory Securities's Schwab US Aggregate Bond ETF position peaked at $391K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2013.

Based on Brown Advisory Securities's 13F filing for Q3 2013, filed 30 Oct 2013.