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CarsonAllaria Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CarsonAllaria Wealth 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
2024
Q2 		– Sell
-140
Closed -$3.22K – 404
2024
Q1 		$3.22K Buy
+140
New +$3.22K ﹤0.01% 314

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CarsonAllaria Wealth Management's SCHZ Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 140 shares — an estimated $3.22K sold.

CarsonAllaria Wealth Management first reported a position in SCHZ in Q1 2024 and held it in 1 quarter. The position peaked at $3.22K in Q1 2024. 594 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 140 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $3.22K.
  • CarsonAllaria Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Schwab US Aggregate Bond ETF position peaked at $3.22K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.