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Summit Global Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Summit Global Investments’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
2017
Q1 		– Sell
-109,146
Closed -$2.81M – 238
2016
Q4 		$2.81M Buy
+109,146
New +$2.85M 1.02% 31

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Wealth Enhancement Advisory Services
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Summit Global Investments's SCHZ Position: Q1 2017 in Review

Summit Global Investments sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2017, closing a stake of 109,146 shares — an estimated $2.81M sold.

Summit Global Investments first reported a position in SCHZ in Q4 2016 and held it in 1 quarter. The position peaked at $2.81M in Q4 2016. 229 funds tracked by Wall St. Rank hold SCHZ as of Q1 2017.

  • Summit Global Investments reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Summit Global Investments sold 109,146 Schwab US Aggregate Bond ETF shares in Q1 2017, an estimated $2.81M.
  • Summit Global Investments first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Summit Global Investments's Schwab US Aggregate Bond ETF position peaked at $2.81M in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2017.

Based on Summit Global Investments's 13F filing for Q1 2017, filed 17 May 2017.