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IMA Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

IMA Advisory Services’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
2018
Q4 		– Sell
-2,000
Closed -$50K – 347
2018
Q3 		$50K Hold
2,000
– – 0.02% 160
2018
Q2 		$51K Buy
+2,000
New +$50.5K 0.02% 163
2017
Q1 		– Sell
-42,188
Closed -$1.09M – 144
2016
Q4 		$1.09M Buy
+42,188
New +$1.1M 0.67% 51

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

IMA Advisory Services's SCHZ Position: Q4 2018 in Review

IMA Advisory Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 2,000 shares — an estimated $50K sold.

IMA Advisory Services first reported a position in SCHZ in Q4 2016 and held it in 3 quarters. The position peaked at $1.09M in Q4 2016. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • IMA Advisory Services reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • IMA Advisory Services sold 2,000 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $50K.
  • IMA Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 3 quarters.
  • IMA Advisory Services's Schwab US Aggregate Bond ETF position peaked at $1.09M in Q4 2016.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on IMA Advisory Services's 13F filing for Q4 2018, filed 15 Jan 2019.