FFO
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Fortitude Family Office’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Fortitude Family Office’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
-2,870
Closed -$66.9K – 1068
2023
Q4 		$66.9K Buy
+2,870
New +$64.2K 0.05% 131

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Fortitude Family Office's SCHZ Position: Q1 2024 in Review

Fortitude Family Office sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 2,870 shares — an estimated $66.9K sold.

Fortitude Family Office first reported a position in SCHZ in Q4 2023 and held it in 1 quarter. The position peaked at $66.9K in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Fortitude Family Office reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 2,870 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $66.9K.
  • Fortitude Family Office first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Schwab US Aggregate Bond ETF position peaked at $66.9K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.