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Catalyst Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Catalyst Capital 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
Q1 		– Sell
-3,200
Closed -$81K – 460
2018
Q4 		$81K Hold
3,200
– – ﹤0.01% 260
2018
Q3 		$80K Hold
3,200
– – ﹤0.01% 270
2018
Q2 		$81K Hold
3,200
– – ﹤0.01% 281
2018
Q1 		$82K Sell
3,200
-1,200
-27% -$30.7K ﹤0.01% 279
2017
Q4 		$114K Buy
+4,400
New +$115K ﹤0.01% 272

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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Catalyst Capital Advisors's SCHZ Position: Q1 2019 in Review

Catalyst Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 3,200 shares — an estimated $81K sold.

Catalyst Capital Advisors first reported a position in SCHZ in Q4 2017 and held it in 5 quarters. The position peaked at $114K in Q4 2017. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Catalyst Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Catalyst Capital Advisors sold 3,200 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $81K.
  • Catalyst Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 5 quarters.
  • Catalyst Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $114K in Q4 2017.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Catalyst Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.