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Cambridge Trust’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cambridge Trust’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
-68
Closed -$1.59K – 760
2023
Q1 		$1.59K Hold
68
– – ﹤0.01% 723
2022
Q4 		$2K Buy
+68
New +$1.55K ﹤0.01% 764

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RA
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIM
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Goldman Sachs
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Cambridge Trust's SCHZ Position: Q2 2023 in Review

Cambridge Trust sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 68 shares — an estimated $1.59K sold.

Cambridge Trust first reported a position in SCHZ in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Cambridge Trust reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 68 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $1.59K.
  • Cambridge Trust first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Cambridge Trust's Schwab US Aggregate Bond ETF position peaked at $2K in Q4 2022.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.