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Mountain Capital Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-630
Closed -$16K – 354
2017
Q3 		$16K Buy
630
+4
+0.6% +$105 0.01% 218
2017
Q2 		$16K Buy
+626
New +$16.3K 0.02% 250

Other funds holding SCHZ

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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHZ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2017, closing a stake of 630 shares — an estimated $16K sold.

Mountain Capital Investment Advisors first reported a position in SCHZ in Q2 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2017. 321 funds tracked by Wall St. Rank hold SCHZ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 630 Schwab US Aggregate Bond ETF shares in Q4 2017, an estimated $16K.
  • Mountain Capital Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $16K in Q3 2017.
  • 321 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.