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WealthTrust-Arizona’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WealthTrust-Arizona’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
Q4 		– Sell
-50
Closed -$1K – 663
2014
Q3 		$1K Hold
50
– – ﹤0.01% 618
2014
Q2 		$1K Buy
+50
New +$1.29K ﹤0.01% 610

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
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 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
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

WealthTrust-Arizona's SCHZ Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2014, closing a stake of 50 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in SCHZ in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 105 funds tracked by Wall St. Rank hold SCHZ as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 50 Schwab US Aggregate Bond ETF shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Schwab US Aggregate Bond ETF position peaked at $1K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.