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Midwest Professional Planners Ltd (MPPL)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q3 		– Sell
-258
Closed -$7K – 255
2018
Q2 		$7K Sell
258
-78
-23% -$1.97K 0.01% 254
2018
Q1 		$9K Hold
336
– – 0.01% 238
2017
Q4 		$9K Buy
+336
New +$8.77K 0.01% 252

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SFPM
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CW
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KF
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Midwest Professional Planners Ltd (MPPL)'s SCHZ Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 258 shares — an estimated $7K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in SCHZ in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 258 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $7K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Schwab US Aggregate Bond ETF position peaked at $9K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.