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

Vigilant Capital Management’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 Q4	–	Sell	-1,008	Closed	-$28K	–	374
2020 Q3	$28K	Buy	+1,008	New	+$28.4K	﹤0.01%	257
2016 Q1	–	Sell	-400	Closed	-$10K	–	251
2015 Q4	$10K	Hold	400	–	–	﹤0.01%	238
2015 Q3	$10K	Hold	400	–	–	﹤0.01%	241
2015 Q2	$10K	Hold	400	–	–	﹤0.01%	259
2015 Q1	$11K	Hold	400	–	–	﹤0.01%	239
2014 Q4	$10K	Sell	400 -400	-50%	-$10.4K	﹤0.01%	263
2014 Q3	$21K	Buy	800 +400	+100%	+$10.4K	﹤0.01%	224
2014 Q2	$10K	Buy	+400	New	+$10.3K	﹤0.01%	221

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Vigilant Capital Management's SCHZ Position: Q4 2020 in Review

Vigilant Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020, closing a stake of 1,008 shares — an estimated $28K sold.

Vigilant Capital Management first reported a position in SCHZ in Q2 2014 and held it in 8 quarters. The position peaked at $28K in Q3 2020. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

Vigilant Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
Vigilant Capital Management sold 1,008 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $28K.
Vigilant Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and held it in 8 quarters.
Vigilant Capital Management's Schwab US Aggregate Bond ETF position peaked at $28K in Q3 2020.
507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

Based on Vigilant Capital Management's 13F filing for Q4 2020, filed 14 Jan 2021.