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D.A. Davidson & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

D.A. Davidson & Co’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
-2,180
Closed -$56K – 1826
2017
Q2 		$56K Sell
2,180
-48
-2% -$1.25K ﹤0.01% 1494
2017
Q1 		$57K Hold
2,228
– – ﹤0.01% 1474
2016
Q4 		$57K Buy
+2,228
New +$58.3K ﹤0.01% 1546

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

D.A. Davidson & Co's SCHZ Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2017, closing a stake of 2,180 shares — an estimated $56K sold.

D.A. Davidson & Co first reported a position in SCHZ in Q4 2016 and held it in 3 quarters. The position peaked at $57K in Q1 2017. 253 funds tracked by Wall St. Rank hold SCHZ as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 2,180 Schwab US Aggregate Bond ETF shares in Q3 2017, an estimated $56K.
  • D.A. Davidson & Co first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 3 quarters.
  • D.A. Davidson & Co's Schwab US Aggregate Bond ETF position peaked at $57K in Q1 2017.
  • 253 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.