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Bordeaux Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bordeaux Wealth Advisors’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
Q2 		– Sell
-17,854
Closed -$419K – 111
2023
Q1 		$419K Buy
+17,854
New +$415K 0.22% 68

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Bordeaux Wealth Advisors's SCHZ Position: Q2 2023 in Review

Bordeaux Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 17,854 shares — an estimated $419K sold.

Bordeaux Wealth Advisors first reported a position in SCHZ in Q1 2023 and held it in 1 quarter. The position peaked at $419K in Q1 2023. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Bordeaux Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 17,854 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $419K.
  • Bordeaux Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $419K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.