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Garden State Investment Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Garden State Investment Advisory Services’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
-9,562
Closed -$223K – 272
2023
Q4 		$223K Buy
+9,562
New +$214K 0.09% 185

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Garden State Investment Advisory Services's SCHZ Position: Q1 2024 in Review

Garden State Investment Advisory Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 9,562 shares — an estimated $223K sold.

Garden State Investment Advisory Services first reported a position in SCHZ in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Garden State Investment Advisory Services reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 9,562 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $223K.
  • Garden State Investment Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Garden State Investment Advisory Services's Schwab US Aggregate Bond ETF position peaked at $223K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.