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Ahrens Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ahrens Investment Partners’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 		$2.85K Buy
+122
New +$2.84K ﹤0.01% 846
2022
Q3 		– Sell
-118
Closed -$3K – 761
2022
Q2 		$3K Hold
118
– – ﹤0.01% 845
2022
Q1 		$3K Hold
118
– – ﹤0.01% 919
2021
Q4 		$3K Buy
+118
New +$3.19K ﹤0.01% 941

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OIA
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RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
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Ahrens Investment Partners's SCHZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023: 122 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SCHZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SCHZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q2 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Ahrens Investment Partners held 122 shares of Schwab US Aggregate Bond ETF worth $2.85K as of Q1 2023.
  • Schwab US Aggregate Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #846 holding.
  • Ahrens Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Schwab US Aggregate Bond ETF position peaked at $3K in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.