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

Intellectus 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
2018
Q4 		– Sell
-466
Closed -$12K – 462
2018
Q3 		$12K Buy
+466
New +$11.8K ﹤0.01% 460

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Intellectus Partners's SCHZ Position: Q3 2018 in Review

Intellectus Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 466 shares — an estimated $11.8K sold.

Intellectus Partners first reported a position in SCHZ in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 330 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Intellectus Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 466 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $11.8K.
  • Intellectus Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Intellectus Partners's Schwab US Aggregate Bond ETF position peaked at $12K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.