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Stancorp Investment Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$5K Hold
176
– – ﹤0.01% 542
2014
Q4 		$5K Buy
+176
New +$4.59K ﹤0.01% 534

Other funds holding SCHZ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Stancorp Investment Advisers's SCHZ Position: Q1 2015 in Review

Stancorp Investment Advisers held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2015 at 176 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Stancorp Investment Advisers first reported a position in SCHZ in Q4 2014 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold SCHZ as of Q1 2015.

  • Stancorp Investment Advisers held 176 shares of Schwab US Aggregate Bond ETF worth $5K as of Q1 2015.
  • Stancorp Investment Advisers left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2015.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #542 holding.
  • Stancorp Investment Advisers first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.