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

Efficient Market 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
2016 Q1	–	Sell	-28	Closed	-$1K	–	136
2015 Q4	$1K	Buy	28 +4	+17%	+$104	﹤0.01%	165
2015 Q3	$1K	Hold	24	–	–	﹤0.01%	168
2015 Q2	$1K	Hold	24	–	–	﹤0.01%	136
2015 Q1	$1K	Hold	24	–	–	﹤0.01%	137
2014 Q4	$1K	Hold	24	–	–	﹤0.01%	141
2014 Q3	$1K	Sell	24 -38	-61%	-$984	﹤0.01%	160
2014 Q2	$2K	Hold	62	–	–	﹤0.01%	119
2014 Q1	$2K	Hold	62	–	–	﹤0.01%	121
2013 Q4	$2K	Buy	+62	New	+$1.57K	﹤0.01%	118

Other funds holding SCHZ

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFPM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Efficient Market Advisors's SCHZ Position: Q1 2016 in Review

Efficient Market Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2016, closing a stake of 28 shares — an estimated $1K sold.

Efficient Market Advisors first reported a position in SCHZ in Q4 2013 and held it in 9 quarters. The position peaked at $2K in Q2 2014. 161 funds tracked by Wall St. Rank hold SCHZ as of Q1 2016.

Efficient Market Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 28 Schwab US Aggregate Bond ETF shares in Q1 2016, an estimated $1K.
Efficient Market Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2013 and held it in 9 quarters.
Efficient Market Advisors's Schwab US Aggregate Bond ETF position peaked at $2K in Q2 2014.
161 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.