Rehmann Capital Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rehmann Capital Advisory Group’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	-500	Closed	-$13K	–	2128
2019 Q1	$13K	Buy	+500	New	+$12.8K	﹤0.01%	1249
2018 Q4	–	Sell	-500	Closed	-$12.6K	–	2070
2018 Q3	$12.6K	Hold	500	–	–	﹤0.01%	1282
2018 Q2	$12.7K	Hold	500	–	–	﹤0.01%	1262
2018 Q1	$13K	Buy	+500	New	+$12.8K	﹤0.01%	1220

Other funds holding SCHZ

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Rehmann Capital Advisory Group's SCHZ Position: Q2 2019 in Review

Rehmann Capital Advisory Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 500 shares — an estimated $13K sold.

Rehmann Capital Advisory Group first reported a position in SCHZ in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q1 2018. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

Rehmann Capital Advisory Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 500 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $13K.
Rehmann Capital Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 4 quarters.
Rehmann Capital Advisory Group's Schwab US Aggregate Bond ETF position peaked at $13K in Q1 2018.
401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2019, filed 27 Aug 2019.