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Compass Ion Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Compass Ion Advisors’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
2020
Q1 		– Sell
-23,922
Closed -$639K – 58
2019
Q4 		$639K Buy
+23,922
New +$641K 0.33% 23

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Compass Ion Advisors's SCHZ Position: Q1 2020 in Review

Compass Ion Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 23,922 shares — an estimated $639K sold.

Compass Ion Advisors first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $639K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Compass Ion Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Compass Ion Advisors sold 23,922 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $639K.
  • Compass Ion Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Compass Ion Advisors's Schwab US Aggregate Bond ETF position peaked at $639K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Compass Ion Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.