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Impact Partnership Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Impact Partnership Wealth’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
2024
Q1 		– Sell
-506
Closed -$11.8K – 845
2023
Q4 		$11.8K Buy
+506
New +$11.3K ﹤0.01% 480

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Impact Partnership Wealth's SCHZ Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 506 shares — an estimated $11.8K sold.

Impact Partnership Wealth first reported a position in SCHZ in Q4 2023 and held it in 1 quarter. The position peaked at $11.8K in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 506 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $11.8K.
  • Impact Partnership Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Schwab US Aggregate Bond ETF position peaked at $11.8K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.