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RegentAtlantic Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RegentAtlantic Capital’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
Q1 		– Sell
-416
Closed -$10.9K – 832
2014
Q4 		$10.9K Buy
+416
New +$10.9K ﹤0.01% 895

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SFPM
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OAJ
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Bank of America
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FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

RegentAtlantic Capital's SCHZ Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2015, closing a stake of 416 shares — an estimated $10.9K sold.

RegentAtlantic Capital first reported a position in SCHZ in Q4 2014 and held it in 1 quarter. The position peaked at $10.9K in Q4 2014. 116 funds tracked by Wall St. Rank hold SCHZ as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 416 Schwab US Aggregate Bond ETF shares in Q1 2015, an estimated $10.9K.
  • RegentAtlantic Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Schwab US Aggregate Bond ETF position peaked at $10.9K in Q4 2014.
  • 116 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.