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L.J. Altfest & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

L.J. Altfest & Co’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
2019
Q2 		– Sell
-7,926
Closed -$206K – 204
2019
Q1 		$206K Buy
+7,926
New +$202K 0.05% 178
2018
Q2 		– Sell
-10,220
Closed -$261K – 167
2018
Q1 		$261K Sell
10,220
-16,886
-62% -$432K 0.11% 137
2017
Q4 		$705K Buy
+27,106
New +$707K 0.27% 82

Other funds holding SCHZ

Charles Schwab
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

L.J. Altfest & Co's SCHZ Position: Q2 2019 in Review

L.J. Altfest & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 7,926 shares — an estimated $206K sold.

L.J. Altfest & Co first reported a position in SCHZ in Q4 2017 and held it in 3 quarters. The position peaked at $705K in Q4 2017. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

  • L.J. Altfest & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • L.J. Altfest & Co sold 7,926 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $206K.
  • L.J. Altfest & Co first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 3 quarters.
  • L.J. Altfest & Co's Schwab US Aggregate Bond ETF position peaked at $705K in Q4 2017.
  • 401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on L.J. Altfest & Co's 13F filing for Q2 2019, filed 15 Jul 2019.