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

Castle 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
2022
Q3 		– Sell
-10
Closed – – 725
2022
Q2 		$0 Buy
+10
New +$242 ﹤0.01% 698

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Castle Wealth Management's SCHZ Position: Q3 2022 in Review

Castle Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 10 shares.

Castle Wealth Management first reported a position in SCHZ in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Castle Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 10 Schwab US Aggregate Bond ETF shares in Q3 2022.
  • Castle Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Schwab US Aggregate Bond ETF position peaked at $0 in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.