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Cornerstone Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-21,728
Closed -$208K – 992
2018
Q3 		$208K Buy
+21,728
New +$549K ﹤0.01% 1177

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Cornerstone Wealth Management's SCHZ Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 21,728 shares — an estimated $208K sold.

Cornerstone Wealth Management first reported a position in SCHZ in Q3 2018 and held it in 1 quarter. The position peaked at $208K in Q3 2018. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 21,728 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $208K.
  • Cornerstone Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Schwab US Aggregate Bond ETF position peaked at $208K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.