IP
SCHZ icon

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

Intellectus 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
2018
Q4 		– Sell
-466
Closed -$12K – 462
2018
Q3 		$12K Buy
+466
New +$11.8K ﹤0.01% 460

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $56.3B AUM 17.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Intellectus Partners's SCHZ Position: Q3 2018 in Review

Intellectus Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 466 shares — an estimated $11.8K sold.

Intellectus Partners first reported a position in SCHZ in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 330 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Intellectus Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 466 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $11.8K.
  • Intellectus Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Intellectus Partners's Schwab US Aggregate Bond ETF position peaked at $12K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.