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

Charles Schwab’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
2020
Q4 		– Sell
-8,304
Closed -$341K – 3396
2020
Q3 		$341K Buy
+8,304
New +$340K ﹤0.01% 2990

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab's AOM Position: Q4 2020 in Review

Charles Schwab sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2020, closing a stake of 8,304 shares — an estimated $341K sold.

Charles Schwab first reported a position in AOM in Q3 2020 and held it in 1 quarter. The position peaked at $341K in Q3 2020. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

  • Charles Schwab reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Charles Schwab sold 8,304 iShares Core Moderate Allocation ETF shares in Q4 2020, an estimated $341K.
  • Charles Schwab first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Charles Schwab's iShares Core Moderate Allocation ETF position peaked at $341K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Charles Schwab's 13F filing for Q4 2020, filed 16 Feb 2021.