AWM
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Accurate Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-28
Closed -$652 – 1197
2022
Q4 		$652 Buy
+28
New +$637 ﹤0.01% 1450

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RIM
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Accurate Wealth Management's SCHZ Position: Q1 2023 in Review

Accurate Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 28 shares — an estimated $652 sold.

Accurate Wealth Management first reported a position in SCHZ in Q4 2022 and held it in 1 quarter. The position peaked at $652 in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Accurate Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 28 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $652.
  • Accurate Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Schwab US Aggregate Bond ETF position peaked at $652 in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.