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

Cribstone 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
2016
Q4 		– Sell
-186
Closed -$5K – 711
2016
Q3 		$5K Buy
+186
New +$4.99K ﹤0.01% 588

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AFS
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Cribstone Capital Management's SCHZ Position: Q4 2016 in Review

Cribstone Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2016, closing a stake of 186 shares — an estimated $5K sold.

Cribstone Capital Management first reported a position in SCHZ in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 213 funds tracked by Wall St. Rank hold SCHZ as of Q4 2016.

  • Cribstone Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Cribstone Capital Management sold 186 Schwab US Aggregate Bond ETF shares in Q4 2016, an estimated $5K.
  • Cribstone Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Cribstone Capital Management's Schwab US Aggregate Bond ETF position peaked at $5K in Q3 2016.
  • 213 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2016.

Based on Cribstone Capital Management's 13F filing for Q4 2016, filed 27 Jan 2017.