BCM
SCHZ icon

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

Breiter 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
2020
Q2 		– Sell
-14,744
Closed -$400K – 117
2020
Q1 		$400K Sell
14,744
-2,304
-14% -$62.2K 0.47% 66
2019
Q4 		$455K Sell
17,048
-2,746
-14% -$73.6K 0.49% 57
2019
Q3 		$533K Sell
19,794
-762
-4% -$20.4K 0.7% 47
2019
Q2 		$545K Buy
+20,556
New +$535K 0.73% 43

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Breiter Capital Management's SCHZ Position: Q2 2020 in Review

Breiter Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 14,744 shares — an estimated $400K sold.

Breiter Capital Management first reported a position in SCHZ in Q2 2019 and held it in 4 quarters. The position peaked at $545K in Q2 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Breiter Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Breiter Capital Management sold 14,744 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $400K.
  • Breiter Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 4 quarters.
  • Breiter Capital Management's Schwab US Aggregate Bond ETF position peaked at $545K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Breiter Capital Management's 13F filing for Q2 2020, filed 15 Jul 2020.