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UBS’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

UBS’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
2014
Q3 		$3.51M Buy
135,638
+97,720
+258% +$2.53M ﹤0.01% 2358
2014
Q2 		$984K Buy
37,918
+5,850
+18% +$151K ﹤0.01% 3568
2014
Q1 		$820K Sell
32,068
-3,120
-9% -$79.5K ﹤0.01% 3693
2013
Q4 		$885K Buy
35,188
+35,186
+1,759,300% +$893K ﹤0.01% 3680
2013
Q3 		$0 Hold
2
– – ﹤0.01% 10666
2013
Q2 		$0 Buy
+2
New +$52 ﹤0.01% 10192

Other funds holding SCHZ

SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

UBS's SCHZ Position: Q3 2014 in Review

UBS increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 258% in Q3 2014, buying an estimated $2.53M and bringing the position to 135,638 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

UBS first reported a position in SCHZ in Q2 2013 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold SCHZ as of Q3 2014.

  • UBS held 135,638 shares of Schwab US Aggregate Bond ETF worth $3.51M as of Q3 2014.
  • UBS bought 97,720 Schwab US Aggregate Bond ETF shares in Q3 2014, an estimated $2.53M.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2358 holding.
  • UBS first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.