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Charles Schwab Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Charles Schwab Investment Advisory’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,455
Closed -$238K – 89
2021
Q1 		$238K Buy
+5,455
New +$237K ﹤0.01% 81

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Charles Schwab Investment Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2021, closing a stake of 5,455 shares — an estimated $238K sold.

Charles Schwab Investment Advisory first reported a position in AOM in Q1 2021 and held it in 1 quarter. The position peaked at $238K in Q1 2021. 237 funds tracked by Wall St. Rank hold AOM as of Q2 2021.

  • Charles Schwab Investment Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 5,455 iShares Core Moderate Allocation ETF shares in Q2 2021, an estimated $238K.
  • Charles Schwab Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's iShares Core Moderate Allocation ETF position peaked at $238K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2021.

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