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Cordasco Financial Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cordasco Financial Network’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
-30
Closed -$1K – 590
2021
Q4 		$1K Buy
+30
New +$811 ﹤0.01% 543

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Cordasco Financial Network's SCHZ Position: Q1 2022 in Review

Cordasco Financial Network sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

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

  • Cordasco Financial Network reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cordasco Financial Network sold 30 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $1K.
  • Cordasco Financial Network first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cordasco Financial Network's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Cordasco Financial Network's 13F filing for Q1 2022, filed 21 Apr 2022.