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

NWK 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
Q2 		– Sell
-2,328
Closed -$63K – 268
2020
Q1 		$63K Hold
2,328
– – 0.05% 74
2019
Q4 		$62K Buy
+2,328
New +$62.4K 0.05% 92

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MFRM
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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NWK Group's SCHZ Position: Q2 2020 in Review

NWK Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 2,328 shares — an estimated $63K sold.

NWK Group first reported a position in SCHZ in Q4 2019 and held it in 2 quarters. The position peaked at $63K in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • NWK Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • NWK Group sold 2,328 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $63K.
  • NWK Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • NWK Group's Schwab US Aggregate Bond ETF position peaked at $63K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on NWK Group's 13F filing for Q2 2020, filed 13 Aug 2020.