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

Focused 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
2019
Q1 		– Sell
-30,204
Closed -$764K – 753
2018
Q4 		$764K Buy
30,204
+23,476
+349% +$586K 0.26% 59
2018
Q3 		$169K Sell
6,728
-54,650
-89% -$1.38M 0.06% 164
2018
Q2 		$1.55M Buy
61,378
+56,750
+1,226% +$1.43M 0.54% 37
2018
Q1 		$118K Buy
+4,628
New +$118K 0.04% 226

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AA
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

Focused Wealth Management's SCHZ Position: Q1 2019 in Review

Focused Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 30,204 shares — an estimated $764K sold.

Focused Wealth Management first reported a position in SCHZ in Q1 2018 and held it in 4 quarters. The position peaked at $1.55M in Q2 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Focused Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Focused Wealth Management sold 30,204 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $764K.
  • Focused Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 4 quarters.
  • Focused Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.55M in Q2 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.