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

Ruggie Capital 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
Q1 		– Sell
-202
Closed -$5K – 402
2018
Q4 		$5K Buy
+202
New +$5.04K ﹤0.01% 378
2018
Q2 		– Sell
-15,818
Closed -$404K – 349
2018
Q1 		$404K Buy
+15,818
New +$405K 0.22% 63
2015
Q1 		– Sell
-1,160
Closed -$30K – 329
2014
Q4 		$30K Buy
+1,160
New +$30.3K 0.03% 100

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ruggie Capital Group's SCHZ Position: Q1 2019 in Review

Ruggie Capital Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 202 shares — an estimated $5K sold.

Ruggie Capital Group first reported a position in SCHZ in Q4 2014 and held it in 3 quarters. The position peaked at $404K in Q1 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Ruggie Capital Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 202 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $5K.
  • Ruggie Capital Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 3 quarters.
  • Ruggie Capital Group's Schwab US Aggregate Bond ETF position peaked at $404K in Q1 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.