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GYL Financial Synergies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GYL Financial Synergies’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
2023
Q1 		– Sell
-19,104
Closed -$436K – 287
2022
Q4 		$436K Buy
+19,104
New +$435K 0.09% 140

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GYL Financial Synergies's SCHZ Position: Q1 2023 in Review

GYL Financial Synergies sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 19,104 shares — an estimated $436K sold.

GYL Financial Synergies first reported a position in SCHZ in Q4 2022 and held it in 1 quarter. The position peaked at $436K in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • GYL Financial Synergies reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 19,104 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $436K.
  • GYL Financial Synergies first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • GYL Financial Synergies's Schwab US Aggregate Bond ETF position peaked at $436K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on GYL Financial Synergies's 13F filing for Q1 2023, filed 15 May 2023.