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Indie Asset Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Indie Asset Partners’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
-24,200
Closed -$552K – 91
2022
Q4 		$552K Buy
24,200
+2,000
+9% +$45.5K 0.61% 34
2022
Q3 		$503K Buy
22,200
+1,926
+9% +$45.9K 0.52% 34
2022
Q2 		$485K Buy
20,274
+2
+0% +$48 0.43% 40
2022
Q1 		$513K Hold
20,272
– – 0.39% 46
2021
Q4 		$546K Buy
20,272
+2
+0% +$54 0.4% 45
2021
Q3 		$550K Buy
20,270
+2
+0% +$55 0.45% 49
2021
Q2 		$553K Hold
20,268
– – 0.45% 48
2021
Q1 		$547K Buy
+20,268
New +$556K 0.62% 43

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OIA
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Goldman Sachs
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RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
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Indie Asset Partners's SCHZ Position: Q1 2023 in Review

Indie Asset Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 24,200 shares — an estimated $552K sold.

Indie Asset Partners first reported a position in SCHZ in Q1 2021 and held it in 8 quarters. The position peaked at $553K in Q2 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Indie Asset Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Indie Asset Partners sold 24,200 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $552K.
  • Indie Asset Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 8 quarters.
  • Indie Asset Partners's Schwab US Aggregate Bond ETF position peaked at $553K in Q2 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Indie Asset Partners's 13F filing for Q1 2023, filed 11 May 2023.