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

Slow Capital’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 Q1	–	Sell	-63,302	Closed	-$1.69M	–	192
2019 Q4	$1.69M	Buy	63,302 +1,408	+2%	+$37.7K	0.52%	70
2019 Q3	$1.67M	Buy	61,894 +4,240	+7%	+$113K	0.59%	66
2019 Q2	$1.53M	Buy	57,654 +4,742	+9%	+$123K	0.63%	62
2019 Q1	$1.37M	Buy	52,912 +16,198	+44%	+$413K	0.55%	72
2018 Q4	$929K	Buy	36,714 +264	+0.7%	+$6.59K	0.45%	80
2018 Q3	$916K	Buy	36,450 +296	+0.8%	+$7.48K	0.41%	83
2018 Q2	$915K	Sell	36,154 -2,062	-5%	-$52.1K	0.46%	80
2018 Q1	$975K	Buy	38,216 +37,900	+11,994%	+$969K	0.44%	83
2017 Q4	$8K	Buy	+316	New	+$8.24K	﹤0.01%	177

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Slow Capital's SCHZ Position: Q1 2020 in Review

Slow Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 63,302 shares — an estimated $1.69M sold.

Slow Capital first reported a position in SCHZ in Q4 2017 and held it in 9 quarters. The position peaked at $1.69M in Q4 2019. 467 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

Slow Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
Slow Capital sold 63,302 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1.69M.
Slow Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 9 quarters.
Slow Capital's Schwab US Aggregate Bond ETF position peaked at $1.69M in Q4 2019.
467 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Slow Capital's 13F filing for Q1 2020, filed 12 May 2020.