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Elevation Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Elevation Wealth Partners’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
2024
Q1 		– Sell
-19,680
Closed -$435K – 500
2023
Q4 		$435K Buy
+19,680
New +$440K 0.26% 66

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Elevation Wealth Partners's SCHZ Position: Q1 2024 in Review

Elevation Wealth Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 19,680 shares — an estimated $435K sold.

Elevation Wealth Partners first reported a position in SCHZ in Q4 2023 and held it in 1 quarter. The position peaked at $435K in Q4 2023. 571 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Elevation Wealth Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 19,680 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $435K.
  • Elevation Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $435K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.