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Aquire Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Aquire Wealth Advisors’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
Q1 		– Sell
-26
Closed -$1K – 205
2021
Q4 		$1K Buy
+26
New +$703 ﹤0.01% 235

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APP
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Aquire Wealth Advisors's SCHZ Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 26 shares — an estimated $1K sold.

Aquire Wealth Advisors first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 26 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $1K.
  • Aquire Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.