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Golden State Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Golden State 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
2020
Q1 		– Sell
-37,924
Closed -$1.01M – 1008
2019
Q4 		$1.01M Buy
+37,924
New +$1.02M 0.19% 26

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Golden State Wealth Management's SCHZ Position: Q1 2020 in Review

Golden State Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 37,924 shares — an estimated $1.01M sold.

Golden State Wealth Management first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $1.01M in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Golden State Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 37,924 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1.01M.
  • Golden State Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.01M in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.