Capital Wealth Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital Wealth Planning’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	-98,922	Closed	-$2.68M	–	190
2020 Q1	$2.68M	Sell	98,922 -3,844	-4%	-$104K	0.17%	41
2019 Q4	$2.75M	Buy	102,766 +2,264	+2%	+$60.7K	0.16%	41
2019 Q3	$2.7M	Buy	100,502 +8,350	+9%	+$223K	0.17%	43
2019 Q2	$2.44M	Buy	+92,152	New	+$2.4M	0.18%	43
2017 Q3	–	Sell	-30,158	Closed	-$788K	–	192
2017 Q2	$788K	Buy	+30,158	New	+$787K	0.13%	55

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 Wealth Planning's SCHZ Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 98,922 shares — an estimated $2.68M sold.

Capital Wealth Planning first reported a position in SCHZ in Q2 2017 and held it in 5 quarters. The position peaked at $2.75M in Q4 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

Capital Wealth Planning reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 98,922 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $2.68M.
Capital Wealth Planning first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 5 quarters.
Capital Wealth Planning's Schwab US Aggregate Bond ETF position peaked at $2.75M in Q4 2019.
458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.