PSUF
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People's United Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

People's United Financial’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
-2,992
Closed -$78K – 849
2017
Q2 		$78K Buy
2,992
+230
+8% +$6K ﹤0.01% 696
2017
Q1 		$72K Buy
2,762
+80
+3% +$2.06K ﹤0.01% 696
2016
Q4 		$69K Buy
2,682
+318
+13% +$8.32K ﹤0.01% 673
2016
Q3 		$63K Hold
2,364
– – ﹤0.01% 547
2016
Q2 		$63K Buy
+2,364
New +$62.7K ﹤0.01% 537

Other funds holding SCHZ

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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
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 $457M AUM 12.13% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

People's United Financial's SCHZ Position: Q3 2017 in Review

People's United Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2017, closing a stake of 2,992 shares — an estimated $78K sold.

People's United Financial first reported a position in SCHZ in Q2 2016 and held it in 5 quarters. The position peaked at $78K in Q2 2017. 253 funds tracked by Wall St. Rank hold SCHZ as of Q3 2017.

  • People's United Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 2,992 Schwab US Aggregate Bond ETF shares in Q3 2017, an estimated $78K.
  • People's United Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and held it in 5 quarters.
  • People's United Financial's Schwab US Aggregate Bond ETF position peaked at $78K in Q2 2017.
  • 253 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.