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Patten Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Patten Group’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 		– Sell
-2,748
Closed -$70K – 468
2018
Q4 		$70K Sell
2,748
-206
-7% -$5.14K 0.03% 253
2018
Q3 		$74K Buy
2,954
+42
+1% +$1.06K 0.03% 276
2018
Q2 		$74K Buy
2,912
+54
+2% +$1.36K 0.03% 276
2018
Q1 		$73K Buy
2,858
+80
+3% +$2.05K 0.03% 282
2017
Q4 		$72K Sell
2,778
-1,524
-35% -$39.8K 0.03% 293
2017
Q3 		$113K Buy
4,302
+52
+1% +$1.36K 0.05% 247
2017
Q2 		$111K Buy
4,250
+3,094
+268% +$80.7K 0.05% 248
2017
Q1 		$30K Hold
1,156
– – 0.01% 360
2016
Q4 		$30K Buy
1,156
+22
+2% +$575 0.01% 359
2016
Q3 		$30.2K Sell
1,134
-70
-6% -$1.88K 0.01% 368
2016
Q2 		$32.4K Buy
1,204
+198
+20% +$5.25K 0.02% 346
2016
Q1 		$26.6K Buy
1,006
+40
+4% +$1.04K 0.01% 380
2015
Q4 		$24.9K Buy
+966
New +$25K 0.01% 394

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AA
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

Patten Group's SCHZ Position: Q1 2019 in Review

Patten Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 2,748 shares — an estimated $70K sold.

Patten Group first reported a position in SCHZ in Q4 2015 and held it in 13 quarters. The position peaked at $113K in Q3 2017. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Patten Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 2,748 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $70K.
  • Patten Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 13 quarters.
  • Patten Group's Schwab US Aggregate Bond ETF position peaked at $113K in Q3 2017.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.