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Thoroughbred Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Thoroughbred Financial Services’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
2019
Q3 		– Sell
-90,742
Closed -$2.56M – 242
2019
Q2 		$2.56M Buy
+90,742
New +$2.36M 0.97% 27
2019
Q1 		– Sell
-65,834
Closed -$1.58M – 236
2018
Q4 		$1.58M Buy
+65,834
New +$1.64M 0.77% 40

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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Mercer Global Advisors
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SFPM
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TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Thoroughbred Financial Services's SCHZ Position: Q3 2019 in Review

Thoroughbred Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 90,742 shares — an estimated $2.56M sold.

Thoroughbred Financial Services first reported a position in SCHZ in Q4 2018 and held it in 2 quarters. The position peaked at $2.56M in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Thoroughbred Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Thoroughbred Financial Services sold 90,742 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $2.56M.
  • Thoroughbred Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Thoroughbred Financial Services's Schwab US Aggregate Bond ETF position peaked at $2.56M in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Thoroughbred Financial Services's 13F filing for Q3 2019, filed 12 Nov 2019.