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Ellevest Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-72
Closed -$1.69K – 1389
2023
Q1 		$1.69K Buy
+72
New +$1.68K ﹤0.01% 1477

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Ellevest Inc's SCHZ Position: Q2 2023 in Review

Ellevest Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 72 shares — an estimated $1.69K sold.

Ellevest Inc first reported a position in SCHZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.69K in Q1 2023. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Ellevest Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 72 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $1.69K.
  • Ellevest Inc first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Schwab US Aggregate Bond ETF position peaked at $1.69K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.