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Granite Bay Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Granite Bay 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
-10,136
Closed -$256K – 59
2022
Q1 		$256K Sell
10,136
-4,800
-32% -$125K 0.21% 53
2021
Q4 		$403K Buy
+14,936
New +$404K 0.4% 36

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APP
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RIM
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HCM
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Granite Bay Wealth Management's SCHZ Position: Q2 2022 in Review

Granite Bay Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 10,136 shares — an estimated $256K sold.

Granite Bay Wealth Management first reported a position in SCHZ in Q4 2021 and held it in 2 quarters. The position peaked at $403K in Q4 2021. 534 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Granite Bay Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Granite Bay Wealth Management sold 10,136 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $256K.
  • Granite Bay Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Granite Bay Wealth Management's Schwab US Aggregate Bond ETF position peaked at $403K in Q4 2021.
  • 534 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Granite Bay Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.