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Lion Street Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lion Street Advisors’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
2021
Q3 		– Sell
-200
Closed -$5.46K – 175
2021
Q2 		$5.46K Buy
+200
New +$5.43K 0.2% 51

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Lion Street Advisors's SCHZ Position: Q3 2021 in Review

Lion Street Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 200 shares — an estimated $5.46K sold.

Lion Street Advisors first reported a position in SCHZ in Q2 2021 and held it in 1 quarter. The position peaked at $5.46K in Q2 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Lion Street Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 200 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $5.46K.
  • Lion Street Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's Schwab US Aggregate Bond ETF position peaked at $5.46K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.