TFA
SCHZ icon

Transamerica Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Transamerica Financial 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
2019
Q3 		– Sell
-546
Closed -$15K – 448
2019
Q2 		$15K Buy
+546
New +$14.2K ﹤0.01% 287

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Transamerica Financial Advisors's SCHZ Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 546 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in SCHZ in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 546 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $15K.
  • Transamerica Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Transamerica Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $15K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.