NSB
SCHZ icon

Norway Savings Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Norway Savings Bank’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
Q1 		– Sell
-3,790
Closed -$99K – 264
2017
Q4 		$99K Hold
3,790
– – 0.09% 125
2017
Q3 		$99K Hold
3,790
– – 0.09% 131
2017
Q2 		$99K Buy
+3,790
New +$98.9K 0.1% 129

Other funds holding SCHZ

Charles Schwab
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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Norway Savings Bank's SCHZ Position: Q1 2018 in Review

Norway Savings Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2018, closing a stake of 3,790 shares — an estimated $99K sold.

Norway Savings Bank first reported a position in SCHZ in Q2 2017 and held it in 3 quarters. The position peaked at $99K in Q4 2017. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • Norway Savings Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Norway Savings Bank sold 3,790 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $99K.
  • Norway Savings Bank first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Norway Savings Bank's Schwab US Aggregate Bond ETF position peaked at $99K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

Based on Norway Savings Bank's 13F filing for Q1 2018, filed 10 Apr 2018.