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

Gupta 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
2016
Q1 		$211K Buy
7,986
+1,346
+20% +$35.1K 0.05% 238
2015
Q4 		$171K Sell
6,640
-1,800
-21% -$46.6K 0.04% 265
2015
Q3 		$220K Buy
8,440
+1,302
+18% +$33.8K 0.05% 236
2015
Q2 		$185K Buy
7,138
+3,668
+106% +$95.9K 0.05% 266
2015
Q1 		$92K Buy
+3,470
New +$91.5K 0.03% 315

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Gupta Wealth Management's SCHZ Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 20% in Q1 2016, buying an estimated $35.1K and bringing the position to 7,986 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #238.

Gupta Wealth Management first reported a position in SCHZ in Q1 2015 and has held it in 5 quarters since. The position peaked at $220K in Q3 2015. 161 funds tracked by Wall St. Rank hold SCHZ as of Q1 2016.

  • Gupta Wealth Management held 7,986 shares of Schwab US Aggregate Bond ETF worth $211K as of Q1 2016.
  • Gupta Wealth Management bought 1,346 Schwab US Aggregate Bond ETF shares in Q1 2016, an estimated $35.1K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #238 holding.
  • Gupta Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Schwab US Aggregate Bond ETF position peaked at $220K in Q3 2015.
  • 161 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.