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Chatham Capital Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Chatham Capital Group’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
Q1 		– Sell
-19,796
Closed -$452K – 192
2022
Q4 		$452K Buy
+19,796
New +$451K 0.11% 148

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Chatham Capital Group's SCHZ Position: Q1 2023 in Review

Chatham Capital Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 19,796 shares — an estimated $452K sold.

Chatham Capital Group first reported a position in SCHZ in Q4 2022 and held it in 1 quarter. The position peaked at $452K in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Chatham Capital Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Chatham Capital Group sold 19,796 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $452K.
  • Chatham Capital Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Chatham Capital Group's Schwab US Aggregate Bond ETF position peaked at $452K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Chatham Capital Group's 13F filing for Q1 2023, filed 24 Apr 2023.