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Centric Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Centric Wealth Management’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
-299,484
Closed -$7.58M – 109
2018
Q4 		$7.58M Buy
+299,484
New +$7.48M 6.66% 2

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

Centric Wealth Management's SCHZ Position: Q1 2019 in Review

Centric Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 299,484 shares — an estimated $7.58M sold.

Centric Wealth Management first reported a position in SCHZ in Q4 2018 and held it in 1 quarter. The position peaked at $7.58M in Q4 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Centric Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Centric Wealth Management sold 299,484 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $7.58M.
  • Centric Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Centric Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.58M in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Centric Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.