RBC
SCHZ icon

Roble Belko & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Roble Belko & Company’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
2018
Q3 		– Sell
-2,200
Closed -$56K – 327
2018
Q2 		$56K Sell
2,200
-5,760
-72% -$146K 0.02% 108
2018
Q1 		$203K Hold
7,960
– – 0.08% 63
2017
Q4 		$207K Hold
7,960
– – 0.08% 58
2017
Q3 		$208K Buy
7,960
+2,200
+38% +$57.7K 0.09% 56
2017
Q2 		$150K Hold
5,760
– – 0.07% 58
2017
Q1 		$149K Hold
5,760
– – 0.07% 58
2016
Q4 		$148K Hold
5,760
– – 0.08% 59
2016
Q3 		$155K Hold
5,760
– – 0.08% 56
2016
Q2 		$155K Buy
+5,760
New +$153K 0.09% 57

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Roble Belko & Company's SCHZ Position: Q3 2018 in Review

Roble Belko & Company sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 2,200 shares — an estimated $56K sold.

Roble Belko & Company first reported a position in SCHZ in Q2 2016 and held it in 9 quarters. The position peaked at $208K in Q3 2017. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Roble Belko & Company reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Roble Belko & Company sold 2,200 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $56K.
  • Roble Belko & Company first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and held it in 9 quarters.
  • Roble Belko & Company's Schwab US Aggregate Bond ETF position peaked at $208K in Q3 2017.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Roble Belko & Company's 13F filing for Q3 2018, filed 14 Nov 2018.