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Credit Suisse’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Credit Suisse’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
2018
Q3 		– Sell
-8,044
Closed -$204K – 3955
2018
Q2 		$204K Buy
+8,044
New +$203K ﹤0.01% 3758

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Credit Suisse's SCHZ Position: Q3 2018 in Review

Credit Suisse sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 8,044 shares — an estimated $204K sold.

Credit Suisse first reported a position in SCHZ in Q2 2018 and held it in 1 quarter. The position peaked at $204K in Q2 2018. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Credit Suisse reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Credit Suisse sold 8,044 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $204K.
  • Credit Suisse first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Credit Suisse's Schwab US Aggregate Bond ETF position peaked at $204K in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Credit Suisse's 13F filing for Q3 2018, filed 13 Nov 2018.