UAS
SCHZ icon

United Asset Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

United Asset Strategies’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
2018
Q2 		– Sell
-12,086
Closed -$308K – 205
2018
Q1 		$308K Buy
12,086
+3,858
+47% +$98.7K 0.09% 160
2017
Q4 		$214K Buy
+8,228
New +$215K 0.06% 182
2017
Q2 		– Sell
-9,358
Closed -$242K – 160
2017
Q1 		$242K Buy
+9,358
New +$242K 0.07% 126

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

United Asset Strategies's SCHZ Position: Q2 2018 in Review

United Asset Strategies sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2018, closing a stake of 12,086 shares — an estimated $308K sold.

United Asset Strategies first reported a position in SCHZ in Q1 2017 and held it in 3 quarters. The position peaked at $308K in Q1 2018. 330 funds tracked by Wall St. Rank hold SCHZ as of Q2 2018.

  • United Asset Strategies reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • United Asset Strategies sold 12,086 Schwab US Aggregate Bond ETF shares in Q2 2018, an estimated $308K.
  • United Asset Strategies first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 3 quarters.
  • United Asset Strategies's Schwab US Aggregate Bond ETF position peaked at $308K in Q1 2018.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2018.

Based on United Asset Strategies's 13F filing for Q2 2018, filed 7 Aug 2018.