KeyBank National Association
SCHZ icon

KeyBank National Association’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

KeyBank National Association’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
Q2 		– Sell
-38,616
Closed -$906K – 1091
2023
Q1 		$906K Buy
+38,616
New +$898K ﹤0.01% 503
2015
Q1 		– Sell
-12,000
Closed -$314K – 1245
2014
Q4 		$314K Buy
+12,000
New +$313K ﹤0.01% 1024

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KeyBank National Association's SCHZ Position: Q2 2023 in Review

KeyBank National Association sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 38,616 shares — an estimated $906K sold.

KeyBank National Association first reported a position in SCHZ in Q4 2014 and held it in 2 quarters. The position peaked at $906K in Q1 2023. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • KeyBank National Association reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • KeyBank National Association sold 38,616 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $906K.
  • KeyBank National Association first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 2 quarters.
  • KeyBank National Association's Schwab US Aggregate Bond ETF position peaked at $906K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on KeyBank National Association's 13F filing for Q2 2023, filed 1 Aug 2023.