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

Doyle 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
2019
Q3 		– Sell
-24
Closed -$1K – 656
2019
Q2 		$1K Buy
+24
New +$624 ﹤0.01% 831
2019
Q1 		– Sell
-24
Closed -$1K – 640
2018
Q4 		$1K Buy
+24
New +$599 ﹤0.01% 843

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Doyle Wealth Management's SCHZ Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 24 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in SCHZ in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 24 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.