Capital Advisory Group Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital Advisory Group Advisory Services’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	-62	Closed	-$2K	–	504
2020 Q1	$2K	Sell	62 -4,860	-99%	-$131K	﹤0.01%	387
2019 Q4	$133K	Buy	4,922 +4,860	+7,839%	+$130K	0.07%	115
2019 Q3	$2K	Hold	62	–	–	﹤0.01%	400
2019 Q2	$2K	Hold	62	–	–	﹤0.01%	386
2019 Q1	$2K	Hold	62	–	–	﹤0.01%	386
2018 Q4	$2K	Hold	62	–	–	﹤0.01%	359
2018 Q3	$2K	Hold	62	–	–	﹤0.01%	340
2018 Q2	$2K	Sell	62 -72	-54%	-$1.82K	﹤0.01%	324
2018 Q1	$4K	Buy	+134	New	+$3.43K	﹤0.01%	288

Other funds holding SCHZ

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

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

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

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

Capital Advisory Group Advisory Services's SCHZ Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 62 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in SCHZ in Q1 2018 and held it in 9 quarters. The position peaked at $133K in Q4 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 62 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 9 quarters.
Capital Advisory Group Advisory Services's Schwab US Aggregate Bond ETF position peaked at $133K in Q4 2019.
458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.