FNBOO
SCHZ icon

First National Bank of Omaha’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

First National Bank of Omaha’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
Q3 		– Sell
-17,704
Closed -$469K – 350
2019
Q2 		$469K Buy
+17,704
New +$460K 0.03% 272

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 $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

First National Bank of Omaha's SCHZ Position: Q3 2019 in Review

First National Bank of Omaha sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 17,704 shares — an estimated $469K sold.

First National Bank of Omaha first reported a position in SCHZ in Q2 2019 and held it in 1 quarter. The position peaked at $469K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • First National Bank of Omaha reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • First National Bank of Omaha sold 17,704 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $469K.
  • First National Bank of Omaha first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • First National Bank of Omaha's Schwab US Aggregate Bond ETF position peaked at $469K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on First National Bank of Omaha's 13F filing for Q3 2019, filed 4 Nov 2019.