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V Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-100
Closed -$3K – 613
2017
Q2 		$3K Buy
+100
New +$2.61K ﹤0.01% 718

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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

V Wealth Advisors's SCHZ Position: Q3 2017 in Review

V Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

V Wealth Advisors first reported a position in SCHZ in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 253 funds tracked by Wall St. Rank hold SCHZ as of Q3 2017.

  • V Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 100 Schwab US Aggregate Bond ETF shares in Q3 2017, an estimated $3K.
  • V Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3K in Q2 2017.
  • 253 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.