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Hoover Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hoover Financial 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
2021
Q2 		– Sell
-5,332
Closed -$144K – 680
2021
Q1 		$144K Sell
5,332
-5,466
-51% -$150K 0.03% 160
2020
Q4 		$300K Buy
10,798
+188
+2% +$5.26K 0.07% 77
2020
Q3 		$297K Buy
10,610
+190
+2% +$5.36K 0.1% 70
2020
Q2 		$293K Buy
+10,420
New +$290K 0.11% 71

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APP
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MFRM
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OIA
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Ameriprise
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Hoover Financial Advisors's SCHZ Position: Q2 2021 in Review

Hoover Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 5,332 shares — an estimated $144K sold.

Hoover Financial Advisors first reported a position in SCHZ in Q2 2020 and held it in 4 quarters. The position peaked at $300K in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Hoover Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 5,332 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $144K.
  • Hoover Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Hoover Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $300K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.