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

LifePlan Financial Group’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
2018
Q4 		– Sell
-272
Closed -$7K – 561
2018
Q3 		$7K Hold
272
– – ﹤0.01% 419
2018
Q2 		$7K Hold
272
– – ﹤0.01% 407
2018
Q1 		$7K Buy
+272
New +$6.96K ﹤0.01% 393

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LifePlan Financial Group's SCHZ Position: Q4 2018 in Review

LifePlan Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 272 shares — an estimated $7K sold.

LifePlan Financial Group first reported a position in SCHZ in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • LifePlan Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 272 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $7K.
  • LifePlan Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 3 quarters.
  • LifePlan Financial Group's Schwab US Aggregate Bond ETF position peaked at $7K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.