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IEQ Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

IEQ Capital’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
-14,250
Closed -$381K – 424
2019
Q4 		$381K Buy
+14,250
New +$382K 0.03% 269

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IEQ Capital's SCHZ Position: Q1 2020 in Review

IEQ Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 14,250 shares — an estimated $381K sold.

IEQ Capital first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $381K in Q4 2019. 467 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • IEQ Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • IEQ Capital sold 14,250 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $381K.
  • IEQ Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • IEQ Capital's Schwab US Aggregate Bond ETF position peaked at $381K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on IEQ Capital's 13F filing for Q1 2020, filed 7 May 2020.