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

Beese Fulmer 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
2020
Q3 		– Sell
-324
Closed -$9K – 476
2020
Q2 		$9K Buy
+324
New +$9.02K ﹤0.01% 485

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Beese Fulmer Investment Management's SCHZ Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2020, closing a stake of 324 shares — an estimated $9K sold.

Beese Fulmer Investment Management first reported a position in SCHZ in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 324 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $9K.
  • Beese Fulmer Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Schwab US Aggregate Bond ETF position peaked at $9K in Q2 2020.
  • 461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.