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Founders Capital Management (Texas)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Founders Capital Management (Texas)’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
Q1 		– Sell
-40
Closed -$1K – 343
2018
Q4 		$1K Buy
+40
New +$999 ﹤0.01% 335

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Founders Capital Management (Texas)'s SCHZ Position: Q1 2019 in Review

Founders Capital Management (Texas) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 40 shares — an estimated $1K sold.

Founders Capital Management (Texas) first reported a position in SCHZ in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Founders Capital Management (Texas) reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 40 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $1K.
  • Founders Capital Management (Texas) first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2019, filed 17 Apr 2019.