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Capital One National Association’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital One National Association’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 		$6.24M Buy
+233,538
New +$6.26M 0.83% 27

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AA
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 One National Association's SCHZ Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019: 233,538 shares worth $6.24M. The stake represents 0.83% of the portfolio and ranks #27 among its holdings.

457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • Capital One National Association held 233,538 shares of Schwab US Aggregate Bond ETF worth $6.24M as of Q4 2019.
  • Schwab US Aggregate Bond ETF was a new Capital One National Association position in Q4 2019.
  • Schwab US Aggregate Bond ETF made up 0.83% of Capital One National Association's portfolio in Q4 2019, its #27 holding.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.