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Placemark Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-12,646
Closed -$327K – 1689
2014
Q3 		$327K Buy
+12,646
New +$327K 0.01% 1365

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Placemark Investments's SCHZ Position: Q4 2014 in Review

Placemark Investments sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2014, closing a stake of 12,646 shares — an estimated $327K sold.

Placemark Investments first reported a position in SCHZ in Q3 2014 and held it in 1 quarter. The position peaked at $327K in Q3 2014. 105 funds tracked by Wall St. Rank hold SCHZ as of Q4 2014.

  • Placemark Investments reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 12,646 Schwab US Aggregate Bond ETF shares in Q4 2014, an estimated $327K.
  • Placemark Investments first reported a position in Schwab US Aggregate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Schwab US Aggregate Bond ETF position peaked at $327K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.