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

Kelleher 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
Q4 		– Sell
-11,992
Closed -$301K – 88
2018
Q3 		$301K Hold
11,992
– – 0.39% 66
2018
Q2 		$303K Buy
11,992
+11,380
+1,859% +$288K 0.43% 66
2018
Q1 		$6M Buy
+612
New +$15.7K 8.17% 2
2017
Q4 		– Sell
-11,992
Closed -$313K – 84
2017
Q3 		$313K Hold
11,992
– – 0.66% 53
2017
Q2 		$313K Buy
+11,992
New +$313K 0.6% 57

Other funds holding SCHZ

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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

Kelleher Financial Advisors's SCHZ Position: Q4 2018 in Review

Kelleher Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 11,992 shares — an estimated $301K sold.

Kelleher Financial Advisors first reported a position in SCHZ in Q2 2017 and held it in 5 quarters. The position peaked at $6M in Q1 2018. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Kelleher Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Kelleher Financial Advisors sold 11,992 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $301K.
  • Kelleher Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 5 quarters.
  • Kelleher Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $6M in Q1 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Kelleher Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.