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MassMutual Private Wealth & Trust’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-524
Closed -$14K – 886
2019
Q3 		$14K Buy
+524
New +$14K ﹤0.01% 549

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHZ Position: Q4 2019 in Review

MassMutual Private Wealth & Trust sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 524 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in SCHZ in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • MassMutual Private Wealth & Trust reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 524 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $14K.
  • MassMutual Private Wealth & Trust first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Schwab US Aggregate Bond ETF position peaked at $14K in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2019, filed 15 May 2020.