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Merriman Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Merriman Wealth Management’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
-319,380
Closed -$8.02M – 205
2018
Q3 		$8.02M Buy
319,380
+1,230
+0.4% +$31.1K 1.71% 12
2018
Q2 		$8.06M Buy
+318,150
New +$8.04M 1.84% 11

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $56.3B AUM 17.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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 $495B AUM 43.24% 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 $4.63B AUM 25.46% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Merriman Wealth Management's SCHZ Position: Q4 2018 in Review

Merriman Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 319,380 shares — an estimated $8.02M sold.

Merriman Wealth Management first reported a position in SCHZ in Q2 2018 and held it in 2 quarters. The position peaked at $8.06M in Q2 2018. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Merriman Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 319,380 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $8.02M.
  • Merriman Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Merriman Wealth Management's Schwab US Aggregate Bond ETF position peaked at $8.06M in Q2 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.