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Mayfair Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mayfair Advisory 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
2020
Q1 		– Sell
-70,588
Closed -$1.89M – 41
2019
Q4 		$1.89M Buy
+70,588
New +$1.89M 5.8% 8

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Financial Engines Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mayfair Advisory Group's SCHZ Position: Q1 2020 in Review

Mayfair Advisory Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 70,588 shares — an estimated $1.89M sold.

Mayfair Advisory Group first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $1.89M in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Mayfair Advisory Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Mayfair Advisory Group sold 70,588 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1.89M.
  • Mayfair Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Mayfair Advisory Group's Schwab US Aggregate Bond ETF position peaked at $1.89M in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Mayfair Advisory Group's 13F filing for Q1 2020, filed 16 Apr 2020.