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

Evergreen 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
2020
Q4 		– Sell
-9,518
Closed -$267K – 465
2020
Q3 		$267K Buy
+9,518
New +$268K 0.02% 344

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Evergreen Capital Management's SCHZ Position: Q4 2020 in Review

Evergreen Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020, closing a stake of 9,518 shares — an estimated $267K sold.

Evergreen Capital Management first reported a position in SCHZ in Q3 2020 and held it in 1 quarter. The position peaked at $267K in Q3 2020. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

  • Evergreen Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 9,518 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $267K.
  • Evergreen Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Evergreen Capital Management's Schwab US Aggregate Bond ETF position peaked at $267K in Q3 2020.
  • 507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

Based on Evergreen Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.