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Pinkerton Retirement Specialists’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pinkerton Retirement Specialists’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
Q2 		– Sell
-188,888
Closed -$4.9M – 63
2019
Q1 		$4.9M Buy
+188,888
New +$4.82M 1.79% 7

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Pinkerton Retirement Specialists's SCHZ Position: Q2 2019 in Review

Pinkerton Retirement Specialists sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 188,888 shares — an estimated $4.9M sold.

Pinkerton Retirement Specialists first reported a position in SCHZ in Q1 2019 and held it in 1 quarter. The position peaked at $4.9M in Q1 2019. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

  • Pinkerton Retirement Specialists reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 188,888 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $4.9M.
  • Pinkerton Retirement Specialists first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's Schwab US Aggregate Bond ETF position peaked at $4.9M in Q1 2019.
  • 401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2019, filed 6 Aug 2019.