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Center for Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-196
Closed -$5K – 555
2020
Q1 		$5K Buy
+196
New +$5.29K ﹤0.01% 417

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HCM
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AFA
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UCFA
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Center for Financial Planning's SCHZ Position: Q2 2020 in Review

Center for Financial Planning sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 196 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in SCHZ in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Center for Financial Planning reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 196 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $5K.
  • Center for Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Schwab US Aggregate Bond ETF position peaked at $5K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.