Alberta Investment Management Corp (AIMCo)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2022 Q1	–	Sell	-800,000	Closed	-$21.6M	–	1354
2021 Q4	$21.6M	Hold	800,000	–	–	0.13%	162
2021 Q3	$21.7M	Buy	800,000 +400,000	+100%	+$11M	0.19%	120
2021 Q2	$10.9M	Hold	400,000	–	–	0.09%	244
2021 Q1	$10.8M	Buy	+400,000	New	+$11M	0.1%	233

Other funds holding SCHZ

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

OIA

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

APP

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

HCM

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

Alberta Investment Management Corp (AIMCo)'s SCHZ Position: Q1 2022 in Review

Alberta Investment Management Corp (AIMCo) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 800,000 shares — an estimated $21.6M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in SCHZ in Q1 2021 and held it in 4 quarters. The position peaked at $21.7M in Q3 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

Alberta Investment Management Corp (AIMCo) reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 800,000 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $21.6M.
Alberta Investment Management Corp (AIMCo) first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 4 quarters.
Alberta Investment Management Corp (AIMCo)'s Schwab US Aggregate Bond ETF position peaked at $21.7M in Q3 2021.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2022, filed 16 May 2022.