Manulife (Manufacturers Life Insurance)
SCHZ icon

Manulife (Manufacturers Life Insurance)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Manulife (Manufacturers Life Insurance)’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
-135,734
Closed -$3.41M – 2773
2018
Q3 		$3.41M Buy
135,734
+4,186
+3% +$106K ﹤0.01% 1346
2018
Q2 		$3.33M Buy
131,548
+5,904
+5% +$149K ﹤0.01% 1366
2018
Q1 		$3.21M Sell
125,644
-41,848
-25% -$1.07M ﹤0.01% 1365
2017
Q4 		$4.36M Buy
167,492
+10,062
+6% +$263K ﹤0.01% 1259
2017
Q3 		$4.12M Buy
157,430
+20,924
+15% +$548K ﹤0.01% 1243
2017
Q2 		$3.57M Buy
+136,506
New +$3.56M ﹤0.01% 1297
2017
Q1 		– Sell
-10,590
Closed -$273K – 4359
2016
Q4 		$273K Buy
10,590
+8,494
+405% +$222K ﹤0.01% 2551
2016
Q3 		$56K Buy
+2,096
New +$56.2K ﹤0.01% 3373

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
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 $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 $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

Manulife (Manufacturers Life Insurance)'s SCHZ Position: Q4 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 135,734 shares — an estimated $3.41M sold.

Manulife (Manufacturers Life Insurance) first reported a position in SCHZ in Q3 2016 and held it in 8 quarters. The position peaked at $4.36M in Q4 2017. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 135,734 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $3.41M.
  • Manulife (Manufacturers Life Insurance) first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 8 quarters.
  • Manulife (Manufacturers Life Insurance)'s Schwab US Aggregate Bond ETF position peaked at $4.36M in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2018, filed 14 Feb 2019.