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Kabarec Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kabarec Financial Advisors’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
Q2 		$1K Hold
40
– – ﹤0.01% 82
2018
Q1 		$1K Hold
40
– – ﹤0.01% 90
2017
Q4 		$1K Buy
+40
New +$1.04K ﹤0.01% 81

Other funds holding SCHZ

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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
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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Kabarec Financial Advisors's SCHZ Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2018 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

Kabarec Financial Advisors first reported a position in SCHZ in Q4 2017 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold SCHZ as of Q2 2018.

  • Kabarec Financial Advisors held 40 shares of Schwab US Aggregate Bond ETF worth $1K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2018.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #82 holding.
  • Kabarec Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.