C-J Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

C-J Advisory’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 Q3	–	Sell	-450	Closed	-$12K	–	171
2019 Q2	$12K	Hold	450	–	–	0.01%	124
2019 Q1	$12K	Hold	450	–	–	0.01%	142
2018 Q4	$11K	Sell	450 -1,340	-75%	-$33.5K	0.01%	108
2018 Q3	$45K	Sell	1,790 -3,200	-64%	-$80.8K	0.03%	50
2018 Q2	$126K	Buy	4,990 +1,600	+47%	+$40.4K	0.09%	42
2018 Q1	$86K	Hold	3,390	–	–	0.06%	42
2017 Q4	$88K	Buy	3,390 +370	+12%	+$9.65K	0.06%	38
2017 Q3	$79K	Hold	3,020	–	–	0.06%	37
2017 Q2	$79K	Hold	3,020	–	–	0.06%	37
2017 Q1	$78K	Buy	3,020 +1,500	+99%	+$38.7K	0.06%	37
2016 Q4	$39K	Buy	+1,520	New	+$39.8K	0.03%	43

Other funds holding SCHZ

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

C-J Advisory's SCHZ Position: Q3 2019 in Review

C-J Advisory sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 450 shares — an estimated $12K sold.

C-J Advisory first reported a position in SCHZ in Q4 2016 and held it in 11 quarters. The position peaked at $126K in Q2 2018. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

C-J Advisory reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
C-J Advisory sold 450 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $12K.
C-J Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 11 quarters.
C-J Advisory's Schwab US Aggregate Bond ETF position peaked at $126K in Q2 2018.
404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on C-J Advisory's 13F filing for Q3 2019, filed 9 Oct 2019.