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Winfield Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Winfield Associates’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
Q1 		– Sell
-2,028
Closed -$53K – 548
2017
Q4 		$53K Hold
2,028
– – 0.03% 198
2017
Q3 		$53K Hold
2,028
– – 0.03% 195
2017
Q2 		$53K Hold
2,028
– – 0.03% 192
2017
Q1 		$53K Hold
2,028
– – 0.03% 182
2016
Q4 		$52K Buy
2,028
+28
+1% +$732 0.03% 180
2016
Q3 		$54K Hold
2,000
– – 0.03% 169
2016
Q2 		$54K Hold
2,000
– – 0.04% 166
2016
Q1 		$53K Hold
2,000
– – 0.04% 164
2015
Q4 		$52K Hold
2,000
– – 0.03% 155
2015
Q3 		$52K Buy
+2,000
New +$51.9K 0.04% 156

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Wealth Enhancement Advisory Services
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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
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Winfield Associates's SCHZ Position: Q1 2018 in Review

Winfield Associates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2018, closing a stake of 2,028 shares — an estimated $53K sold.

Winfield Associates first reported a position in SCHZ in Q3 2015 and held it in 10 quarters. The position peaked at $54K in Q3 2016. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • Winfield Associates reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 2,028 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $53K.
  • Winfield Associates first reported a position in Schwab US Aggregate Bond ETF in Q3 2015 and held it in 10 quarters.
  • Winfield Associates's Schwab US Aggregate Bond ETF position peaked at $54K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.