Ackerman Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ackerman Capital 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
2020 Q1	–	Sell	-26,950	Closed	-$720K	–	182
2019 Q4	$720K	Sell	26,950 -8,286	-24%	-$222K	0.21%	61
2019 Q3	$949K	Buy	35,236 +180	+0.5%	+$4.81K	0.33%	45
2019 Q2	$929	Hold	35,056	–	–	﹤0.01%	85
2019 Q1	$909	Buy	35,056 +148	+0.4%	+$3.78K	﹤0.01%	87
2018 Q4	$883	Buy	+34,908	New	+$872K	0.07%	87
2018 Q1	$387K	Buy	14,854 +4,026	+37%	+$103K	0.16%	53
2017 Q4	$283K	Buy	+10,828	New	+$282K	0.12%	61
2017 Q2	$267K	Buy	+10,236	New	+$267K	0.11%	72

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ackerman Capital Advisors's SCHZ Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 26,950 shares — an estimated $720K sold.

Ackerman Capital Advisors first reported a position in SCHZ in Q2 2017 and held it in 8 quarters. The position peaked at $949K in Q3 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

Ackerman Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 26,950 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $720K.
Ackerman Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 8 quarters.
Ackerman Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $949K in Q3 2019.
468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.