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

Edge 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
2018 Q2	$22K	Buy	884 +6	+0.7%	+$152	﹤0.01%	631
2018 Q1	$22K	Buy	878 +4	+0.5%	+$102	﹤0.01%	637
2017 Q4	$22K	Buy	874 +6	+0.7%	+$157	﹤0.01%	664
2017 Q3	$22K	Sell	868 -238	-22%	-$6.24K	﹤0.01%	646
2017 Q2	$28K	Buy	1,106 +8	+0.7%	+$209	﹤0.01%	608
2017 Q1	$28K	Buy	1,098 +6	+0.5%	+$155	﹤0.01%	622
2016 Q4	$28K	Buy	+1,092	New	+$28.6K	﹤0.01%	570

Other funds holding SCHZ

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Edge Advisors's SCHZ Position: Q2 2018 in Review

Edge Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.68% in Q2 2018, buying an estimated $152 and bringing the position to 884 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Edge Advisors first reported a position in SCHZ in Q4 2016 and has held it in 7 quarters since. The position peaked at $28K in Q2 2017. 330 funds tracked by Wall St. Rank hold SCHZ as of Q2 2018.

Edge Advisors held 884 shares of Schwab US Aggregate Bond ETF worth $22K as of Q2 2018.
Edge Advisors bought 6 Schwab US Aggregate Bond ETF shares in Q2 2018, an estimated $152.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #631 holding.
Edge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Schwab US Aggregate Bond ETF position peaked at $28K in Q2 2017.
330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.