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Denver PWM’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Denver PWM’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
2019
Q4 		– Sell
-1,102
Closed -$29.7K – 188
2019
Q3 		$29.7K Buy
+1,102
New +$29.5K 0.02% 154

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AA
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HCM
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Denver PWM's SCHZ Position: Q4 2019 in Review

Denver PWM sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 1,102 shares — an estimated $29.7K sold.

Denver PWM first reported a position in SCHZ in Q3 2019 and held it in 1 quarter. The position peaked at $29.7K in Q3 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • Denver PWM reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 1,102 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $29.7K.
  • Denver PWM first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Schwab US Aggregate Bond ETF position peaked at $29.7K in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.