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Regency Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Regency Capital 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
2021
Q2 		– Sell
-820
Closed -$22K – 172
2021
Q1 		$22K Buy
+820
New +$22.5K 0.02% 109

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RA
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Regency Capital Management's SCHZ Position: Q2 2021 in Review

Regency Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 820 shares — an estimated $22K sold.

Regency Capital Management first reported a position in SCHZ in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Regency Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Regency Capital Management sold 820 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $22K.
  • Regency Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Regency Capital Management's Schwab US Aggregate Bond ETF position peaked at $22K in Q1 2021.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Regency Capital Management's 13F filing for Q2 2021, filed 7 Jul 2021.