SGS
SCHZ icon

Sterling Global Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sterling Global Strategies’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
Q4 		– Sell
-29,464
Closed -$768K – 22
2015
Q3 		$768K Buy
+29,464
New +$764K 4.24% 3
2015
Q1 		– Sell
-24,182
Closed -$633K – 27
2014
Q4 		$633K Buy
+24,182
New +$631K 0.35% 4

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
AFWA
Ancora Family Wealth Advisors Cleveland, Ohio $293M AUM 15.45% 1-Year Est. Return

Sterling Global Strategies's SCHZ Position: Q4 2015 in Review

Sterling Global Strategies sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2015, closing a stake of 29,464 shares — an estimated $768K sold.

Sterling Global Strategies first reported a position in SCHZ in Q4 2014 and held it in 2 quarters. The position peaked at $768K in Q3 2015. 153 funds tracked by Wall St. Rank hold SCHZ as of Q4 2015.

  • Sterling Global Strategies reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Sterling Global Strategies sold 29,464 Schwab US Aggregate Bond ETF shares in Q4 2015, an estimated $768K.
  • Sterling Global Strategies first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Sterling Global Strategies's Schwab US Aggregate Bond ETF position peaked at $768K in Q3 2015.
  • 153 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2015.

Based on Sterling Global Strategies's 13F filing for Q4 2015, filed 10 Feb 2016.