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

Institute for 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
2020
Q1 		– Sell
-258
Closed -$7K – 629
2019
Q4 		$7K Buy
+258
New +$6.91K ﹤0.01% 619
2018
Q1 		– Sell
-19,266
Closed -$500K – 378
2017
Q4 		$500K Buy
+19,266
New +$503K 0.12% 220

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Institute for Wealth Management's SCHZ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 258 shares — an estimated $7K sold.

Institute for Wealth Management first reported a position in SCHZ in Q4 2017 and held it in 2 quarters. The position peaked at $500K in Q4 2017. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Institute for Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 258 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $7K.
  • Institute for Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Schwab US Aggregate Bond ETF position peaked at $500K in Q4 2017.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.