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MBE Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-1,392
Closed -$37K – 417
2020
Q1 		$37K Buy
+1,392
New +$37.6K 0.04% 152

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MBE Wealth Management's SCHZ Position: Q2 2020 in Review

MBE Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 1,392 shares — an estimated $37K sold.

MBE Wealth Management first reported a position in SCHZ in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • MBE Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,392 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $37K.
  • MBE Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Schwab US Aggregate Bond ETF position peaked at $37K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.