Relaxing Retirement Coach Buys Schwab Fundamental International Small Company Ind, iShares ...

- By insider

Investment company Relaxing Retirement Coach (Current Portfolio) buys Schwab Fundamental International Small Company Ind, iShares S&P Mid-Cap 400 Value ETF, sells SPDR Bloomberg Barclays Short Term International T, SPDR Bloomberg Barclays International Corporate Bo, S&P Emerging Markets Small Cap ETF, SPDR Bloomberg Barclays Investment Grade Floating , Schwab Fundamental U.S. Small Company Index ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Relaxing Retirement Coach. As of 2021Q2, Relaxing Retirement Coach owns 40 stocks with a total value of $75 million. These are the details of the buys and sells.

  • New Purchases: FNDC, IJJ,

  • Added Positions: SHM, IJH,

  • Reduced Positions: BWZ, IBND, EWX, IVV, FLRN, FNDA, SCHF, SCHO, SCHA, SUB, IJR, SCHX, VBR, SCHC, VOT, SCHE, VTV, SCHR, FNDF,


For the details of Relaxing Retirement Coach's stock buys and sells,
go to https://www.gurufocus.com/guru/relaxing+retirement+coach/current-portfolio/portfolio

These are the top 5 holdings of Relaxing Retirement Coach

  1. Schwab U.S. Large-Cap ETF (SCHX) - 89,108 shares, 12.35% of the total portfolio. Shares reduced by 1.06%

  2. Schwab U.S. Mid-Cap ETF (SCHM) - 111,180 shares, 11.60% of the total portfolio. Shares reduced by 0.54%

  3. SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM) - 138,690 shares, 9.16% of the total portfolio. Shares added by 14.19%

  4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 44,290 shares, 8.62% of the total portfolio.

  5. Schwab U.S. Small-Cap ETF (SCHA) - 44,933 shares, 6.24% of the total portfolio. Shares reduced by 2.67%

New Purchase: Schwab Fundamental International Small Company Ind (FNDC)

Relaxing Retirement Coach initiated holding in Schwab Fundamental International Small Company Ind. The purchase prices were between $37.46 and $40.84, with an estimated average price of $39.34. The stock is now traded at around $39.160000. The impact to a portfolio due to this purchase was 1.05%. The holding were 19,990 shares as of 2021-06-30.

New Purchase: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Relaxing Retirement Coach initiated holding in iShares S&P Mid-Cap 400 Value ETF. The purchase prices were between $101.93 and $110.12, with an estimated average price of $106.76. The stock is now traded at around $103.700000. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,940 shares as of 2021-06-30.



Here is the complete portfolio of Relaxing Retirement Coach. Also check out:

1. Relaxing Retirement Coach's Undervalued Stocks

2. Relaxing Retirement Coach's Top Growth Companies, and

3. Relaxing Retirement Coach's High Yield stocks

4. Stocks that Relaxing Retirement Coach keeps buyingThis article first appeared on GuruFocus.

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