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Integrated Wealth Management (Palm Desert)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$2.72M Buy
105,202
+8,568
+9% +$221K 0.91% 29
2016
Q4 		$2.49M Buy
96,634
+17,210
+22% +$450K 0.93% 33
2016
Q3 		$2.13M Buy
79,424
+79,044
+20,801% +$2.12M 0.76% 32
2016
Q2 		$10K Buy
+380
New +$10.1K ﹤0.01% 765

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SCHZ Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.9% in Q1 2017, buying an estimated $221K and bringing the position to 105,202 shares worth $2.72M. The position accounts for 0.91% of the portfolio, ranked #29.

Integrated Wealth Management (Palm Desert) first reported a position in SCHZ in Q2 2016 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold SCHZ as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 105,202 shares of Schwab US Aggregate Bond ETF worth $2.72M as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) bought 8,568 Schwab US Aggregate Bond ETF shares in Q1 2017, an estimated $221K.
  • Schwab US Aggregate Bond ETF made up 0.91% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #29 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.