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Grant Street Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Grant Street Asset 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
2021
Q1 		– Sell
-18
Closed -$1K – 232
2020
Q4 		$1K Buy
+18
New +$503 ﹤0.01% 223

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Grant Street Asset Management's SCHZ Position: Q1 2021 in Review

Grant Street Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Grant Street Asset Management first reported a position in SCHZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Grant Street Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Grant Street Asset Management sold 18 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $1K.
  • Grant Street Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Grant Street Asset Management's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Grant Street Asset Management's 13F filing for Q1 2021, filed 4 May 2021.