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SignalPoint Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SignalPoint Asset 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
-7,750
Closed -$210K – 188
2020
Q1 		$210K Sell
7,750
-29,356
-79% -$793K 0.11% 159
2019
Q4 		$991K Buy
37,106
+19,072
+106% +$511K 0.42% 61
2019
Q3 		$486K Buy
+18,034
New +$482K 0.22% 96

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HCM
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AFA
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UCFA
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SignalPoint Asset Management's SCHZ Position: Q2 2020 in Review

SignalPoint Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 7,750 shares — an estimated $210K sold.

SignalPoint Asset Management first reported a position in SCHZ in Q3 2019 and held it in 3 quarters. The position peaked at $991K in Q4 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • SignalPoint Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • SignalPoint Asset Management sold 7,750 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $210K.
  • SignalPoint Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 3 quarters.
  • SignalPoint Asset Management's Schwab US Aggregate Bond ETF position peaked at $991K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on SignalPoint Asset Management's 13F filing for Q2 2020, filed 28 Jul 2020.