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

Aprio 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
2020
Q3 		– Sell
-7,804
Closed -$219K – 73
2020
Q2 		$219K Sell
7,804
-660
-8% -$18.4K 0.21% 65
2020
Q1 		$230K Buy
+8,464
New +$229K 0.29% 51

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HCM
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AFA
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OIA
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Aprio Wealth Management's SCHZ Position: Q3 2020 in Review

Aprio Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2020, closing a stake of 7,804 shares — an estimated $219K sold.

Aprio Wealth Management first reported a position in SCHZ in Q1 2020 and held it in 2 quarters. The position peaked at $230K in Q1 2020. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • Aprio Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 7,804 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $219K.
  • Aprio Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Aprio Wealth Management's Schwab US Aggregate Bond ETF position peaked at $230K in Q1 2020.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Aprio Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.