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Carnick & Kubik’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Carnick & Kubik’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
2016
Q1 		$5K Buy
+196
New +$5.12K ﹤0.01% 906
2015
Q4 		– Sell
-100
Closed -$2.61K – 288
2015
Q3 		$2.61K Buy
+100
New +$2.59K ﹤0.01% 373

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Carnick & Kubik's SCHZ Position: Q1 2016 in Review

Carnick & Kubik opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2016: 196 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Carnick & Kubik previously reported a position in SCHZ as recently as Q3 2015.

Carnick & Kubik first reported a position in SCHZ in Q3 2015 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold SCHZ as of Q1 2016.

  • Carnick & Kubik held 196 shares of Schwab US Aggregate Bond ETF worth $5K as of Q1 2016.
  • Schwab US Aggregate Bond ETF was a new Carnick & Kubik position in Q1 2016.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Carnick & Kubik's portfolio in Q1 2016, its #906 holding.
  • Carnick & Kubik first reported a position in Schwab US Aggregate Bond ETF in Q3 2015 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.