Capital Directions Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital Directions Investment Advisors’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
2019 Q4	–	Sell	-600	Closed	-$16K	–	246
2019 Q3	$16K	Buy	600 +478	+392%	+$12.8K	0.01%	198
2019 Q2	$3K	Buy	122 +2	+2%	+$52	﹤0.01%	80
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	89
2018 Q4	$3K	Hold	120	–	–	﹤0.01%	98
2018 Q3	$3K	Buy	+120	New	+$3.03K	﹤0.01%	142
2018 Q2	–	Sell	-118	Closed	-$3K	–	175
2018 Q1	$3K	Buy	118 +2	+2%	+$51	﹤0.01%	93
2017 Q4	$3K	Buy	+116	New	+$3.03K	﹤0.01%	90
2014 Q3	–	Sell	-1,062	Closed	-$28K	–	76
2014 Q2	$28K	Hold	1,062	–	–	0.01%	56
2014 Q1	$27K	Hold	1,062	–	–	0.01%	51
2013 Q4	$27K	Sell	1,062 -1,710	-62%	-$43.4K	0.01%	52
2013 Q3	$70K	Sell	2,772 -1,276	-32%	-$32.2K	0.03%	43
2013 Q2	$102K	Buy	+4,048	New	+$105K	0.05%	35

Other funds holding SCHZ

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

APP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

HCM

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

Capital Directions Investment Advisors's SCHZ Position: Q4 2019 in Review

Capital Directions Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 600 shares — an estimated $16K sold.

Capital Directions Investment Advisors first reported a position in SCHZ in Q2 2013 and held it in 12 quarters. The position peaked at $102K in Q2 2013. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

Capital Directions Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
Capital Directions Investment Advisors sold 600 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $16K.
Capital Directions Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 12 quarters.
Capital Directions Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $102K in Q2 2013.
457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.