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Columbia Advisory Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Columbia Advisory Partners’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
Q1 		– Sell
-31,012
Closed -$836K – 67
2021
Q4 		$836K Buy
+31,012
New +$838K 0.83% 13

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Columbia Advisory Partners's SCHZ Position: Q1 2022 in Review

Columbia Advisory Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 31,012 shares — an estimated $836K sold.

Columbia Advisory Partners first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $836K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Columbia Advisory Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 31,012 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $836K.
  • Columbia Advisory Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Columbia Advisory Partners's Schwab US Aggregate Bond ETF position peaked at $836K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Columbia Advisory Partners's 13F filing for Q1 2022, filed 29 Apr 2022.