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National Planning Corporation’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

National Planning Corporation’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
Q3 		– Sell
-96,132
Closed -$2.5M – 761
2017
Q2 		$2.5M Buy
+96,132
New +$2.51M 0.19% 124
2015
Q3 		– Sell
-117,324
Closed -$3.06M – 667
2015
Q2 		$3.06M Buy
117,324
+69,816
+147% +$1.83M 0.27% 81
2015
Q1 		$1.24M Buy
+47,508
New +$1.25M 0.11% 181

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

National Planning Corporation's SCHZ Position: Q3 2017 in Review

National Planning Corporation sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2017, closing a stake of 96,132 shares — an estimated $2.5M sold.

National Planning Corporation first reported a position in SCHZ in Q1 2015 and held it in 3 quarters. The position peaked at $3.06M in Q2 2015. 253 funds tracked by Wall St. Rank hold SCHZ as of Q3 2017.

  • National Planning Corporation reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 96,132 Schwab US Aggregate Bond ETF shares in Q3 2017, an estimated $2.5M.
  • National Planning Corporation first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and held it in 3 quarters.
  • National Planning Corporation's Schwab US Aggregate Bond ETF position peaked at $3.06M in Q2 2015.
  • 253 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.