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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2019
Q3 		– Sell
-12,182
Closed -$323K – 109
2019
Q2 		$323K Buy
+12,182
New +$317K 0.09% 71
2017
Q3 		– Sell
-160
Closed -$4.19K – 416
2017
Q2 		$4K Sell
160
-140
-47% -$3.65K ﹤0.01% 329
2017
Q1 		$8K Buy
300
+2
+0.7% +$52 ﹤0.01% 318
2016
Q4 		$8K Sell
298
-334
-53% -$8.73K ﹤0.01% 349
2016
Q3 		$16K Buy
+632
New +$17K 0.01% 259

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Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHZ Position: Q3 2019 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 12,182 shares — an estimated $323K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHZ in Q3 2016 and held it in 5 quarters. The position peaked at $323K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 12,182 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $323K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 5 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US Aggregate Bond ETF position peaked at $323K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2019, filed 31 Oct 2019.