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

Pacific 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
2015
Q1 		– Sell
-1,354
Closed -$35K – 164
2014
Q4 		$35K Buy
+1,354
New +$35.3K 0.01% 83

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Pacific Financial Group's SCHZ Position: Q1 2015 in Review

Pacific Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2015, closing a stake of 1,354 shares — an estimated $35K sold.

Pacific Financial Group first reported a position in SCHZ in Q4 2014 and held it in 1 quarter. The position peaked at $35K in Q4 2014. 116 funds tracked by Wall St. Rank hold SCHZ as of Q1 2015.

  • Pacific Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 1,354 Schwab US Aggregate Bond ETF shares in Q1 2015, an estimated $35K.
  • Pacific Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Schwab US Aggregate Bond ETF position peaked at $35K in Q4 2014.
  • 116 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.