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Iron Horse Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Iron Horse Wealth 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
2022
Q1 		– Sell
-2,238
Closed -$60K – 265
2021
Q4 		$60K Buy
+2,238
New +$60.5K 0.03% 63

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Iron Horse Wealth Management's SCHZ Position: Q1 2022 in Review

Iron Horse Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 2,238 shares — an estimated $60K sold.

Iron Horse Wealth Management first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Iron Horse Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 2,238 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $60K.
  • Iron Horse Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Iron Horse Wealth Management's Schwab US Aggregate Bond ETF position peaked at $60K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Iron Horse Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.