Chevy Chase Trust
SCHZ icon

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

Chevy Chase 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
2015
Q2 		– Sell
-576
Closed -$15K – 684
2015
Q1 		$15K Buy
+576
New +$15.2K ﹤0.01% 671

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AA
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Chevy Chase Trust's SCHZ Position: Q2 2015 in Review

Chevy Chase Trust sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2015, closing a stake of 576 shares — an estimated $15K sold.

Chevy Chase Trust first reported a position in SCHZ in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 120 funds tracked by Wall St. Rank hold SCHZ as of Q2 2015.

  • Chevy Chase Trust reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Chevy Chase Trust sold 576 Schwab US Aggregate Bond ETF shares in Q2 2015, an estimated $15K.
  • Chevy Chase Trust first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Chevy Chase Trust's Schwab US Aggregate Bond ETF position peaked at $15K in Q1 2015.
  • 120 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2015.

Based on Chevy Chase Trust's 13F filing for Q2 2015, filed 15 Jul 2015.