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True Link Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

True Link Financial Advisors’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
-7,960
Closed -$215K – 741
2021
Q1 		$215K Hold
7,960
– – 0.03% 217
2020
Q4 		$223K Buy
+7,960
New +$223K 0.03% 221

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RA
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True Link Financial Advisors's SCHZ Position: Q2 2021 in Review

True Link Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 7,960 shares — an estimated $215K sold.

True Link Financial Advisors first reported a position in SCHZ in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • True Link Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 7,960 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $215K.
  • True Link Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $223K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.