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

Wealthcare 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 Q1	–	Sell	-26	Closed	-$1K	–	573
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	651
2019 Q3	$1K	Buy	+26	New	+$695	﹤0.01%	183
2019 Q2	–	Sell	-376	Closed	-$10K	–	190
2019 Q1	$10K	Sell	376 -3,588	-91%	-$91.5K	﹤0.01%	156
2018 Q4	$100K	Hold	3,964	–	–	0.02%	71
2018 Q3	$100K	Hold	3,964	–	–	0.01%	66
2018 Q2	$100K	Hold	3,964	–	–	0.01%	65
2018 Q1	$101K	Hold	3,964	–	–	0.01%	64
2017 Q4	$103K	Hold	3,964	–	–	0.01%	65
2017 Q3	$104K	Hold	3,964	–	–	0.01%	64
2017 Q2	$104K	Hold	3,964	–	–	0.01%	64
2017 Q1	$103K	Hold	3,964	–	–	0.01%	64
2016 Q4	$102K	Hold	3,964	–	–	0.01%	59
2016 Q3	$106K	Hold	3,964	–	–	0.01%	56
2016 Q2	$106K	Hold	3,964	–	–	0.01%	57
2016 Q1	$105K	Hold	3,964	–	–	0.01%	59
2015 Q4	$102K	Buy	3,964 +542	+16%	+$14K	0.01%	66
2015 Q3	$89K	Hold	3,422	–	–	0.01%	70
2015 Q2	$89K	Hold	3,422	–	–	0.01%	75
2015 Q1	$91K	Hold	3,422	–	–	0.01%	166
2014 Q4	$90K	Sell	3,422 -1,016	-23%	-$26.5K	0.01%	64
2014 Q3	$115K	Hold	4,438	–	–	0.02%	53
2014 Q2	$115K	Hold	4,438	–	–	0.02%	54
2014 Q1	$113K	Buy	+4,438	New	+$113K	0.02%	53

Other funds holding SCHZ

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

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

Wealthcare Capital Management's SCHZ Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 26 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in SCHZ in Q1 2014 and held it in 23 quarters. The position peaked at $115K in Q3 2014. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

Wealthcare Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 26 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1K.
Wealthcare Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2014 and held it in 23 quarters.
Wealthcare Capital Management's Schwab US Aggregate Bond ETF position peaked at $115K in Q3 2014.
468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.