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Hoxton Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hoxton Financial’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 		$79K Hold
3,010
– – 0.04% 120
2015
Q4 		$78K Buy
+3,010
New +$78K 0.04% 109

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

Hoxton Financial's SCHZ Position: Q1 2016 in Review

Hoxton Financial held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2016 at 3,010 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #120.

Hoxton Financial first reported a position in SCHZ in Q4 2015 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold SCHZ as of Q1 2016.

  • Hoxton Financial held 3,010 shares of Schwab US Aggregate Bond ETF worth $79K as of Q1 2016.
  • Hoxton Financial left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2016.
  • Schwab US Aggregate Bond ETF made up 0.04% of Hoxton Financial's portfolio in Q1 2016, its #120 holding.
  • Hoxton Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.