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Colorado Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Colorado Capital 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
-8,766
Closed -$201K – 99
2024
Q1 		$201K Buy
+8,766
New +$202K 0.12% 90

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ML
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OIA
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Colorado Capital Management's SCHZ Position: Q2 2024 in Review

Colorado Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 8,766 shares — an estimated $201K sold.

Colorado Capital Management first reported a position in SCHZ in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 594 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Colorado Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Colorado Capital Management sold 8,766 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $201K.
  • Colorado Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Colorado Capital Management's Schwab US Aggregate Bond ETF position peaked at $201K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Colorado Capital Management's 13F filing for Q2 2024, filed 25 Jul 2024.