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

Concert 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
2017
Q3 		– Sell
-13,008
Closed -$340K – 121
2017
Q2 		$340K Sell
13,008
-3,424
-21% -$89.3K 0.33% 89
2017
Q1 		$422K Sell
16,432
-7,034
-30% -$182K 0.1% 283
2016
Q4 		$607K Sell
23,466
-6,838
-23% -$179K 0.14% 215
2016
Q3 		$813K Buy
30,304
+5,650
+23% +$152K 0.1% 262
2016
Q2 		$659K Buy
+24,654
New +$653K 0.09% 282
2016
Q1 		– Sell
-33,752
Closed -$872K – 708
2015
Q4 		$872K Sell
33,752
-71,256
-68% -$1.85M 0.12% 223
2015
Q3 		$2.74M Buy
105,008
+7,644
+8% +$198K 0.37% 51
2015
Q2 		$2.52M Buy
97,364
+57,978
+147% +$1.52M 0.32% 61
2015
Q1 		$0 Sell
39,386
-17,026
-30% -$449K ﹤0.01% 603
2014
Q4 		$1.48M Buy
56,412
+17,684
+46% +$461K 0.23% 111
2014
Q3 		$1M Buy
38,728
+8,556
+28% +$222K 0.14% 131
2014
Q2 		$765K Buy
+30,172
New +$778K 0.09% 191

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Concert Wealth Management's SCHZ Position: Q3 2017 in Review

Concert Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2017, closing a stake of 13,008 shares — an estimated $340K sold.

Concert Wealth Management first reported a position in SCHZ in Q2 2014 and held it in 12 quarters. The position peaked at $2.74M in Q3 2015. 253 funds tracked by Wall St. Rank hold SCHZ as of Q3 2017.

  • Concert Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 13,008 Schwab US Aggregate Bond ETF shares in Q3 2017, an estimated $340K.
  • Concert Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and held it in 12 quarters.
  • Concert Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.74M in Q3 2015.
  • 253 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.