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Brio Consultants’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Brio Consultants’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
Q2 		– Sell
-594,348
Closed -$15M – 91
2022
Q1 		$15M Buy
+594,348
New +$15.4M 3.2% 8

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Brio Consultants's SCHZ Position: Q2 2022 in Review

Brio Consultants sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 594,348 shares — an estimated $15M sold.

Brio Consultants first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $15M in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Brio Consultants reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Brio Consultants sold 594,348 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $15M.
  • Brio Consultants first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Brio Consultants's Schwab US Aggregate Bond ETF position peaked at $15M in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Brio Consultants's 13F filing for Q2 2022, filed 14 Jul 2022.