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

Capital 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
2020 Q1	–	Sell	-10,404	Closed	-$278K	–	512
2019 Q4	$278K	Buy	10,404 +398	+4%	+$10.7K	0.01%	420
2019 Q3	$269K	Buy	10,006 +24	+0.2%	+$642	0.01%	412
2019 Q2	$265K	Buy	9,982 +26	+0.3%	+$676	0.01%	410
2019 Q1	$258K	Buy	9,956 +18	+0.2%	+$459	0.02%	414
2018 Q4	$251K	Buy	+9,938	New	+$248K	0.02%	396

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

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

Capital Investment Advisors's SCHZ Position: Q1 2020 in Review

Capital Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 10,404 shares — an estimated $278K sold.

Capital Investment Advisors first reported a position in SCHZ in Q4 2018 and held it in 5 quarters. The position peaked at $278K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

Capital Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
Capital Investment Advisors sold 10,404 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $278K.
Capital Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
Capital Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $278K in Q4 2019.
468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.