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

Arcus Capital 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
Q3 		– Sell
-10,610
Closed -$245K – 132
2023
Q2 		$245K Hold
10,610
– – 0.07% 106
2023
Q1 		$249K Hold
10,610
– – 0.08% 100
2022
Q4 		$242K Hold
10,610
– – 0.1% 86
2022
Q3 		$240K Buy
10,610
+44
+0.4% +$1.05K 0.1% 88
2022
Q2 		$253K Buy
+10,566
New +$256K 0.11% 86

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Arcus Capital Partners's SCHZ Position: Q3 2023 in Review

Arcus Capital Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 10,610 shares — an estimated $245K sold.

Arcus Capital Partners first reported a position in SCHZ in Q2 2022 and held it in 5 quarters. The position peaked at $253K in Q2 2022. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Arcus Capital Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 10,610 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $245K.
  • Arcus Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 5 quarters.
  • Arcus Capital Partners's Schwab US Aggregate Bond ETF position peaked at $253K in Q2 2022.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Arcus Capital Partners's 13F filing for Q3 2023, filed 16 Oct 2023.