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Charles Schwab Investment Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Charles Schwab Investment Advisory’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,021
Closed -$269K – 88
2021
Q1 		$269K Buy
+4,021
New +$266K ﹤0.01% 77

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab Investment Advisory's AOA Position: Q2 2021 in Review

Charles Schwab Investment Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 4,021 shares — an estimated $269K sold.

Charles Schwab Investment Advisory first reported a position in AOA in Q1 2021 and held it in 1 quarter. The position peaked at $269K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

  • Charles Schwab Investment Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 4,021 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $269K.
  • Charles Schwab Investment Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $269K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2021, filed 16 Aug 2021.