Alaska Permanent Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alaska Permanent Capital Management’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
2019 Q2	–	Sell	-30,058	Closed	-$780K	–	74
2019 Q1	$780K	Buy	+30,058	New	+$767K	0.13%	25
2014 Q4	–	Sell	-40,734	Closed	-$1.05M	–	31
2014 Q3	$1.05M	Buy	40,734 +6,000	+17%	+$155K	0.25%	20
2014 Q2	$901K	Buy	34,734 +4,974	+17%	+$128K	0.21%	20
2014 Q1	$760K	Sell	29,760 -546	-2%	-$13.9K	0.18%	19
2013 Q4	$762K	Buy	30,306 +3,276	+12%	+$83.2K	0.19%	19
2013 Q3	$686K	Buy	27,030 +1,450	+6%	+$36.6K	0.18%	19
2013 Q2	$646K	Buy	+25,580	New	+$664K	0.17%	18

Other funds holding SCHZ

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Alaska Permanent Capital Management's SCHZ Position: Q2 2019 in Review

Alaska Permanent Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 30,058 shares — an estimated $780K sold.

Alaska Permanent Capital Management first reported a position in SCHZ in Q2 2013 and held it in 7 quarters. The position peaked at $1.05M in Q3 2014. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

Alaska Permanent Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
Alaska Permanent Capital Management sold 30,058 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $780K.
Alaska Permanent Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 7 quarters.
Alaska Permanent Capital Management's Schwab US Aggregate Bond ETF position peaked at $1.05M in Q3 2014.
401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2019, filed 16 Aug 2019.