F
SCHZ icon

FutureAdvisor’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

FutureAdvisor’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
2015
Q3 		$7.37M Buy
282,738
+23,850
+9% +$619K 1.2% 25
2015
Q2 		$6.66M Buy
258,888
+139,118
+116% +$3.64M 1.17% 27
2015
Q1 		$3.17M Buy
119,770
+95,174
+387% +$2.51M 0.75% 29
2014
Q4 		$641K Buy
+24,596
New +$642K 0.22% 35

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
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
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

FutureAdvisor's SCHZ Position: Q3 2015 in Review

FutureAdvisor increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.2% in Q3 2015, buying an estimated $619K and bringing the position to 282,738 shares worth $7.37M. The position accounts for 1.2% of the portfolio, ranked #25.

FutureAdvisor first reported a position in SCHZ in Q4 2014 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold SCHZ as of Q3 2015.

  • FutureAdvisor held 282,738 shares of Schwab US Aggregate Bond ETF worth $7.37M as of Q3 2015.
  • FutureAdvisor bought 23,850 Schwab US Aggregate Bond ETF shares in Q3 2015, an estimated $619K.
  • Schwab US Aggregate Bond ETF made up 1.2% of FutureAdvisor's portfolio in Q3 2015, its #25 holding.
  • FutureAdvisor first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.