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

Arlington 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
2022
Q3 		– Sell
-88
Closed -$2K – 445
2022
Q2 		$2K Sell
88
-368
-81% -$8.91K ﹤0.01% 453
2022
Q1 		$12K Hold
456
– – ﹤0.01% 371
2021
Q4 		$12K Buy
+456
New +$12.3K ﹤0.01% 449

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Arlington Partners's SCHZ Position: Q3 2022 in Review

Arlington Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 88 shares — an estimated $2K sold.

Arlington Partners first reported a position in SCHZ in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Arlington Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Arlington Partners sold 88 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $2K.
  • Arlington Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Arlington Partners's Schwab US Aggregate Bond ETF position peaked at $12K in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Arlington Partners's 13F filing for Q3 2022, filed 28 Oct 2022.