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Future Financial Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Future Financial Wealth 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
2022
Q2 		– Sell
-6,062
Closed -$153K – 406
2022
Q1 		$153K Sell
6,062
-14
-0.2% -$364 0.13% 145
2021
Q4 		$163K Buy
+6,076
New +$164K 0.13% 138

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Future Financial Wealth Management's SCHZ Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 6,062 shares — an estimated $153K sold.

Future Financial Wealth Management first reported a position in SCHZ in Q4 2021 and held it in 2 quarters. The position peaked at $163K in Q4 2021. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 6,062 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $153K.
  • Future Financial Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's Schwab US Aggregate Bond ETF position peaked at $163K in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.