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Apella Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Apella Capital’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
2022
Q3 		– Sell
-9,084
Closed -$217K – 218
2022
Q2 		$217K Buy
+9,084
New +$220K 0.03% 208

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Apella Capital's SCHZ Position: Q3 2022 in Review

Apella Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 9,084 shares — an estimated $217K sold.

Apella Capital first reported a position in SCHZ in Q2 2022 and held it in 1 quarter. The position peaked at $217K in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Apella Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Apella Capital sold 9,084 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $217K.
  • Apella Capital first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Apella Capital's Schwab US Aggregate Bond ETF position peaked at $217K in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Apella Capital's 13F filing for Q3 2022, filed 11 Oct 2022.