PIA
SCHZ icon

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

Peachtree 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
2015
Q3 		– Sell
-30
Closed -$1K – 223
2015
Q2 		$1K Hold
30
– – ﹤0.01% 297
2015
Q1 		$1K Hold
30
– – ﹤0.01% 317
2014
Q4 		$1K Hold
30
– – ﹤0.01% 354
2014
Q3 		$1K Buy
+30
New +$777 ﹤0.01% 375

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Peachtree Investment Advisors's SCHZ Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2015, closing a stake of 30 shares — an estimated $1K sold.

Peachtree Investment Advisors first reported a position in SCHZ in Q3 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 131 funds tracked by Wall St. Rank hold SCHZ as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 30 Schwab US Aggregate Bond ETF shares in Q3 2015, an estimated $1K.
  • Peachtree Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $1K in Q2 2015.
  • 131 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.