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

First Foundation 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
2019 Q1	–	Sell	-9,670	Closed	-$245K	–	372
2018 Q4	$245K	Buy	+9,670	New	+$241K	0.02%	337
2018 Q1	–	Sell	-48,424	Closed	-$1.26M	–	349
2017 Q4	$1.26M	Buy	+48,424	New	+$1.26M	0.07%	155
2017 Q1	–	Sell	-16,890	Closed	-$435K	–	338
2016 Q4	$435K	Buy	+16,890	New	+$442K	0.03%	217
2015 Q1	–	Sell	-14,738	Closed	-$386K	–	263
2014 Q4	$386K	Buy	+14,738	New	+$385K	0.03%	166

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

UCFA

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

First Foundation Advisors's SCHZ Position: Q1 2019 in Review

First Foundation Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 9,670 shares — an estimated $245K sold.

First Foundation Advisors first reported a position in SCHZ in Q4 2014 and held it in 4 quarters. The position peaked at $1.26M in Q4 2017. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

First Foundation Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
First Foundation Advisors sold 9,670 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $245K.
First Foundation Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 4 quarters.
First Foundation Advisors's Schwab US Aggregate Bond ETF position peaked at $1.26M in Q4 2017.
396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.