M&T Bank
SCHZ icon

M&T Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

M&T Bank’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
Q1 		– Sell
-12,526
Closed -$351K – 1696
2020
Q4 		$351K Buy
+12,526
New +$350K ﹤0.01% 1252
2017
Q1 		– Sell
-12,134
Closed -$312K – 1751
2016
Q4 		$312K Buy
+12,134
New +$317K ﹤0.01% 1260

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MFRM
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OIA
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AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

M&T Bank's SCHZ Position: Q1 2021 in Review

M&T Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 12,526 shares — an estimated $351K sold.

M&T Bank first reported a position in SCHZ in Q4 2016 and held it in 2 quarters. The position peaked at $351K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • M&T Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • M&T Bank sold 12,526 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $351K.
  • M&T Bank first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 2 quarters.
  • M&T Bank's Schwab US Aggregate Bond ETF position peaked at $351K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on M&T Bank's 13F filing for Q1 2021, filed 6 May 2021.