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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-200
Closed -$5K 296
2020
Q1
$5K Buy
+200
New +$5.4K ﹤0.01% 221

Other funds holding SCHZ

Financial Enhancement Group's SCHZ Position: Q2 2020 in Review

Financial Enhancement Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 200 shares — an estimated $5K sold.

Financial Enhancement Group 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.

  • Financial Enhancement Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 200 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $5K.
  • Financial Enhancement Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Financial Enhancement Group'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 Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.