First Trust Advisors
SCHZ icon

First Trust Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

First Trust Advisors’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
Q3 		– Sell
-91,146
Closed -$2.56M – 2461
2020
Q2 		$2.56M Sell
91,146
-56,852
-38% -$1.58M ﹤0.01% 1261
2020
Q1 		$4.02M Buy
+147,998
New +$4M 0.01% 956

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HCM
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AFA
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OIA
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First Trust Advisors's SCHZ Position: Q3 2020 in Review

First Trust Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2020, closing a stake of 91,146 shares — an estimated $2.56M sold.

First Trust Advisors first reported a position in SCHZ in Q1 2020 and held it in 2 quarters. The position peaked at $4.02M in Q1 2020. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • First Trust Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • First Trust Advisors sold 91,146 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $2.56M.
  • First Trust Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 2 quarters.
  • First Trust Advisors's Schwab US Aggregate Bond ETF position peaked at $4.02M in Q1 2020.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on First Trust Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.