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

Boltwood 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
2018
Q4 		– Sell
-117,252
Closed -$2.94M – 135
2018
Q3 		$2.94M Buy
117,252
+15,578
+15% +$393K 1.76% 14
2018
Q2 		$2.57M Sell
101,674
-1,526
-1% -$38.6K 1.68% 13
2018
Q1 		$2.63M Buy
103,200
+29,744
+40% +$761K 1.8% 14
2017
Q4 		$1.91M Buy
73,456
+15,892
+28% +$415K 1.17% 26
2017
Q3 		$1.51M Sell
57,564
-406
-0.7% -$10.6K 0.98% 33
2017
Q2 		$1.51M Buy
57,970
+2,310
+4% +$60.3K 1.02% 32
2017
Q1 		$1.44M Buy
55,660
+16,956
+44% +$438K 1.01% 34
2016
Q4 		$996K Buy
38,704
+3,862
+11% +$101K 0.76% 41
2016
Q3 		$934K Buy
34,842
+8,352
+32% +$224K 0.75% 45
2016
Q2 		$712K Buy
26,490
+12,248
+86% +$325K 0.59% 61
2016
Q1 		$376K Buy
+14,242
New +$372K 0.33% 81

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Boltwood Capital Management's SCHZ Position: Q4 2018 in Review

Boltwood Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 117,252 shares — an estimated $2.94M sold.

Boltwood Capital Management first reported a position in SCHZ in Q1 2016 and held it in 11 quarters. The position peaked at $2.94M in Q3 2018. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Boltwood Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Boltwood Capital Management sold 117,252 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $2.94M.
  • Boltwood Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and held it in 11 quarters.
  • Boltwood Capital Management's Schwab US Aggregate Bond ETF position peaked at $2.94M in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Boltwood Capital Management's 13F filing for Q4 2018, filed 7 Jan 2019.