W
SCHZ icon

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

Wealthfront’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
Q2 		– Sell
-180
Closed -$5K – 1371
2015
Q1 		$5K Buy
180
+168
+1,400% +$4.43K ﹤0.01% 798
2014
Q4 		$0 Buy
+12
New +$313 ﹤0.01% 934

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Wealthfront's SCHZ Position: Q2 2015 in Review

Wealthfront sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2015, closing a stake of 180 shares — an estimated $5K sold.

Wealthfront first reported a position in SCHZ in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 120 funds tracked by Wall St. Rank hold SCHZ as of Q2 2015.

  • Wealthfront reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 180 Schwab US Aggregate Bond ETF shares in Q2 2015, an estimated $5K.
  • Wealthfront first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Wealthfront's Schwab US Aggregate Bond ETF position peaked at $5K in Q1 2015.
  • 120 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.