NEXT Financial Holdings’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

NEXT Financial Holdings’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 Q1	$16K	Buy	+600	New	+$15.3K	﹤0.01%	1015

Other funds holding SCHZ

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NEXT Financial Holdings's SCHZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019: 600 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings.

396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

NEXT Financial Holdings held 600 shares of Schwab US Aggregate Bond ETF worth $16K as of Q1 2019.
Schwab US Aggregate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
Schwab US Aggregate Bond ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1015 holding.
396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.