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

Charles Schwab’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
2020
Q2 		– Sell
-9,289
Closed -$441K – 3323
2020
Q1 		$441K Buy
+9,289
New +$509K ﹤0.01% 2757

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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 $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Charles Schwab's AOA Position: Q2 2020 in Review

Charles Schwab sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2020, closing a stake of 9,289 shares — an estimated $441K sold.

Charles Schwab first reported a position in AOA in Q1 2020 and held it in 1 quarter. The position peaked at $441K in Q1 2020. 172 funds tracked by Wall St. Rank hold AOA as of Q2 2020.

  • Charles Schwab reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Charles Schwab sold 9,289 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2020, an estimated $441K.
  • Charles Schwab first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and held it in 1 quarter.
  • Charles Schwab's iShares Core 80/20 Aggressive Allocation ETF position peaked at $441K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2020.

Based on Charles Schwab's 13F filing for Q2 2020, filed 14 Aug 2020.