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

Roof 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
2018
Q1 		– Sell
-503,720
Closed -$13.1M – 37
2017
Q4 		$13.1M Buy
+503,720
New +$13.1M 7.45% 3

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $4.02B AUM 20% 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 $56.3B AUM 17.83% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Roof Advisory Group's SCHZ Position: Q1 2018 in Review

Roof Advisory Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2018, closing a stake of 503,720 shares — an estimated $13.1M sold.

Roof Advisory Group first reported a position in SCHZ in Q4 2017 and held it in 1 quarter. The position peaked at $13.1M in Q4 2017. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • Roof Advisory Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Roof Advisory Group sold 503,720 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $13.1M.
  • Roof Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Roof Advisory Group's Schwab US Aggregate Bond ETF position peaked at $13.1M in Q4 2017.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

Based on Roof Advisory Group's 13F filing for Q1 2018, filed 9 May 2018.