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HT Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HT Partners’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 		– Sell
-57,010
Closed -$1.47M – 37
2015
Q4 		$1.47M Sell
57,010
-160
-0.3% -$4.15K 0.95% 21
2015
Q3 		$1.49M Sell
57,170
-100,842
-64% -$2.62M 0.99% 12
2015
Q2 		$4.07M Sell
158,012
-3,984
-2% -$104K 2.22% 11
2015
Q1 		$4.29M Buy
+161,996
New +$4.27M 2.32% 11

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
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 $365M AUM 18.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $94.2B AUM 21.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

HT Partners's SCHZ Position: Q1 2016 in Review

HT Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2016, closing a stake of 57,010 shares — an estimated $1.47M sold.

HT Partners first reported a position in SCHZ in Q1 2015 and held it in 4 quarters. The position peaked at $4.29M in Q1 2015. 161 funds tracked by Wall St. Rank hold SCHZ as of Q1 2016.

  • HT Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • HT Partners sold 57,010 Schwab US Aggregate Bond ETF shares in Q1 2016, an estimated $1.47M.
  • HT Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and held it in 4 quarters.
  • HT Partners's Schwab US Aggregate Bond ETF position peaked at $4.29M in Q1 2015.
  • 161 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2016.

Based on HT Partners's 13F filing for Q1 2016, filed 11 Apr 2016.