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Tuttle Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tuttle Capital Management’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 		– Sell
-121,026
Closed -$3.17M – 28
2014
Q4 		$3.17M Buy
121,026
+106,784
+750% +$2.79M 2% 13
2014
Q3 		$368K Buy
14,242
+710
+5% +$18.4K 0.22% 27
2014
Q2 		$349K Sell
13,532
-4,638
-26% -$120K 0.28% 23
2014
Q1 		$464K Buy
+18,170
New +$463K 0.39% 20

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

Tuttle Capital Management's SCHZ Position: Q1 2015 in Review

Tuttle Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2015, closing a stake of 121,026 shares — an estimated $3.17M sold.

Tuttle Capital Management first reported a position in SCHZ in Q1 2014 and held it in 4 quarters. The position peaked at $3.17M in Q4 2014. 116 funds tracked by Wall St. Rank hold SCHZ as of Q1 2015.

  • Tuttle Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Tuttle Capital Management sold 121,026 Schwab US Aggregate Bond ETF shares in Q1 2015, an estimated $3.17M.
  • Tuttle Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2014 and held it in 4 quarters.
  • Tuttle Capital Management's Schwab US Aggregate Bond ETF position peaked at $3.17M in Q4 2014.
  • 116 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2015.

Based on Tuttle Capital Management's 13F filing for Q1 2015, filed 7 May 2015.