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

Alexandria Capital’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
2021 Q1	–	Sell	-7,150	Closed	-$200K	–	264
2020 Q4	$200K	Buy	+7,150	New	+$200K	0.02%	239
2016 Q2	–	Sell	-30,056	Closed	-$794K	–	647
2016 Q1	$794K	Hold	30,056	–	–	0.14%	97
2015 Q4	$774K	Sell	30,056 -2,000	-6%	-$51.8K	0.19%	91
2015 Q3	$836K	Sell	32,056 -2,914	-8%	-$75.6K	0.2%	87
2015 Q2	$904K	Hold	34,970	–	–	0.2%	83
2015 Q1	$925K	Hold	34,970	–	–	0.33%	43
2014 Q4	$916K	Hold	34,970	–	–	0.36%	43
2014 Q3	$905K	Hold	34,970	–	–	0.4%	45
2014 Q2	$907K	Buy	+34,970	New	+$901K	0.39%	45

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFRM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AFA

Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

Alexandria Capital's SCHZ Position: Q1 2021 in Review

Alexandria Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 7,150 shares — an estimated $200K sold.

Alexandria Capital first reported a position in SCHZ in Q2 2014 and held it in 9 quarters. The position peaked at $925K in Q1 2015. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

Alexandria Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
Alexandria Capital sold 7,150 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $200K.
Alexandria Capital first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and held it in 9 quarters.
Alexandria Capital's Schwab US Aggregate Bond ETF position peaked at $925K in Q1 2015.
500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Alexandria Capital's 13F filing for Q1 2021, filed 14 May 2021.