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Bluefin Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bluefin Capital 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
Q2 		– Sell
-729,666
Closed -$19.8M – 457
2020
Q1 		$19.8M Buy
+729,666
New +$19.7M 2.55% 6

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UCFA
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Bluefin Capital Management's SCHZ Position: Q2 2020 in Review

Bluefin Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 729,666 shares — an estimated $19.8M sold.

Bluefin Capital Management first reported a position in SCHZ in Q1 2020 and held it in 1 quarter. The position peaked at $19.8M in Q1 2020. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Bluefin Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Bluefin Capital Management sold 729,666 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $19.8M.
  • Bluefin Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Bluefin Capital Management's Schwab US Aggregate Bond ETF position peaked at $19.8M in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

Based on Bluefin Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.