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Baldwin Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Baldwin Investment 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
2021
Q2 		– Sell
-8,480
Closed -$229K – 258
2021
Q1 		$229K Sell
8,480
-5,396
-39% -$148K 0.04% 223
2020
Q4 		$389K Buy
13,876
+4,396
+46% +$123K 0.08% 164
2020
Q3 		$266K Buy
+9,480
New +$267K 0.06% 172

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Baldwin Investment Management's SCHZ Position: Q2 2021 in Review

Baldwin Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 8,480 shares — an estimated $229K sold.

Baldwin Investment Management first reported a position in SCHZ in Q3 2020 and held it in 3 quarters. The position peaked at $389K in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Baldwin Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Baldwin Investment Management sold 8,480 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $229K.
  • Baldwin Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Baldwin Investment Management's Schwab US Aggregate Bond ETF position peaked at $389K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Baldwin Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.