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Seneca House Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Seneca House Advisors’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
Q2 		– Sell
-23,090
Closed -$589K – 99
2018
Q1 		$589K Sell
23,090
-15,194
-40% -$389K 0.49% 51
2017
Q4 		$996K Buy
+38,284
New +$999K 0.85% 36

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MFRM
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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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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 $3.38B AUM 30.57% 1-Year Est. Return

Seneca House Advisors's SCHZ Position: Q2 2018 in Review

Seneca House Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2018, closing a stake of 23,090 shares — an estimated $589K sold.

Seneca House Advisors first reported a position in SCHZ in Q4 2017 and held it in 2 quarters. The position peaked at $996K in Q4 2017. 330 funds tracked by Wall St. Rank hold SCHZ as of Q2 2018.

  • Seneca House Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Seneca House Advisors sold 23,090 Schwab US Aggregate Bond ETF shares in Q2 2018, an estimated $589K.
  • Seneca House Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Seneca House Advisors's Schwab US Aggregate Bond ETF position peaked at $996K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2018.

Based on Seneca House Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.