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Berger Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Berger Financial Group’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
2021
Q1 		– Sell
-311,758
Closed -$8.73M – 223
2020
Q4 		$8.73M Buy
+311,758
New +$8.72M 1.53% 13

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Berger Financial Group's SCHZ Position: Q1 2021 in Review

Berger Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 311,758 shares — an estimated $8.73M sold.

Berger Financial Group first reported a position in SCHZ in Q4 2020 and held it in 1 quarter. The position peaked at $8.73M in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Berger Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 311,758 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $8.73M.
  • Berger Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Schwab US Aggregate Bond ETF position peaked at $8.73M in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.