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TMFS Holdings’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TMFS Holdings’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
2016
Q3 		$3.13M Buy
+129,008
New +$3.46M 0.26% 6

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TMFS Holdings's SCHZ Position: Q3 2016 in Review

TMFS Holdings opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2016: 129,008 shares worth $3.13M. The stake represents 0.26% of the portfolio and ranks #6 among its holdings.

183 funds tracked by Wall St. Rank hold SCHZ as of Q3 2016.

  • TMFS Holdings held 129,008 shares of Schwab US Aggregate Bond ETF worth $3.13M as of Q3 2016.
  • Schwab US Aggregate Bond ETF was a new TMFS Holdings position in Q3 2016.
  • Schwab US Aggregate Bond ETF made up 0.26% of TMFS Holdings's portfolio in Q3 2016, its #6 holding.
  • 183 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2016.

Based on TMFS Holdings's 13F filing for Q3 2016, filed 20 Oct 2016.