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Kavar Capital Partners Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-284
Closed -$7K – 333
2018
Q2 		$7K Buy
+284
New +$7.17K ﹤0.01% 348

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Kavar Capital Partners Group's SCHZ Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 284 shares — an estimated $7K sold.

Kavar Capital Partners Group first reported a position in SCHZ in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 284 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $7K.
  • Kavar Capital Partners Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Kavar Capital Partners Group's Schwab US Aggregate Bond ETF position peaked at $7K in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.