Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-380
Closed -$8.4K – 422
2023
Q3 		$8.4K Buy
+380
New +$8.61K ﹤0.01% 345

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RIM
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RA
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Legacy Financial Group (Iowa)'s SCHZ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 380 shares — an estimated $8.4K sold.

Legacy Financial Group (Iowa) first reported a position in SCHZ in Q3 2023 and held it in 1 quarter. The position peaked at $8.4K in Q3 2023. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 380 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $8.4K.
  • Legacy Financial Group (Iowa) first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Schwab US Aggregate Bond ETF position peaked at $8.4K in Q3 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.