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XML Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

XML Securities’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 		$510K Buy
19,986
+3,608
+22% +$92.3K 0.63% 32
2017
Q4 		$426K Buy
+16,378
New +$427K 0.55% 42

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
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

XML Securities's SCHZ Position: Q1 2018 in Review

XML Securities increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 22% in Q1 2018, buying an estimated $92.3K and bringing the position to 19,986 shares worth $510K. The position accounts for 0.63% of the portfolio, ranked #32.

XML Securities first reported a position in SCHZ in Q4 2017 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • XML Securities held 19,986 shares of Schwab US Aggregate Bond ETF worth $510K as of Q1 2018.
  • XML Securities bought 3,608 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $92.3K.
  • Schwab US Aggregate Bond ETF made up 0.63% of XML Securities's portfolio in Q1 2018, its #32 holding.
  • XML Securities first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.