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

Evercore 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
2018
Q1 		– Sell
-2,626
Closed -$68K – 713
2017
Q4 		$68K Sell
2,626
-268
-9% -$6.99K ﹤0.01% 535
2017
Q3 		$76K Sell
2,894
-268
-8% -$7.02K ﹤0.01% 514
2017
Q2 		$83K Hold
3,162
– – ﹤0.01% 507
2017
Q1 		$82K Buy
+3,162
New +$81.6K ﹤0.01% 518
2016
Q4 		– Sell
-3,720
Closed -$100K – 1087
2016
Q3 		$100K Buy
+3,720
New +$99.8K ﹤0.01% 481

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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Evercore Wealth Management's SCHZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2018, closing a stake of 2,626 shares — an estimated $68K sold.

Evercore Wealth Management first reported a position in SCHZ in Q3 2016 and held it in 5 quarters. The position peaked at $100K in Q3 2016. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • Evercore Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 2,626 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $68K.
  • Evercore Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 5 quarters.
  • Evercore Wealth Management's Schwab US Aggregate Bond ETF position peaked at $100K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.