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Hanlon Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hanlon Investment 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
-14,164
Closed -$375K – 123
2019
Q2 		$375K Buy
14,164
+628
+5% +$16.3K 0.03% 92
2019
Q1 		$351K Buy
+13,536
New +$345K 0.04% 88

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Hanlon Investment Management's SCHZ Position: Q3 2019 in Review

Hanlon Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 14,164 shares — an estimated $375K sold.

Hanlon Investment Management first reported a position in SCHZ in Q1 2019 and held it in 2 quarters. The position peaked at $375K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Hanlon Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Hanlon Investment Management sold 14,164 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $375K.
  • Hanlon Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 2 quarters.
  • Hanlon Investment Management's Schwab US Aggregate Bond ETF position peaked at $375K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Hanlon Investment Management's 13F filing for Q3 2019, filed 7 Nov 2019.