MCM
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Manchester Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Manchester Capital 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
2021
Q2 		– Sell
-456
Closed -$12K – 804
2021
Q1 		$12K Hold
456
– – ﹤0.01% 470
2020
Q4 		$13K Buy
456
+2
+0.4% +$56 ﹤0.01% 464
2020
Q3 		$13K Buy
454
+4
+0.9% +$113 ﹤0.01% 414
2020
Q2 		$13K Buy
+450
New +$12.5K ﹤0.01% 459

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RA
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Manchester Capital Management's SCHZ Position: Q2 2021 in Review

Manchester Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 456 shares — an estimated $12K sold.

Manchester Capital Management first reported a position in SCHZ in Q2 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Manchester Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Capital Management sold 456 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $12K.
  • Manchester Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Manchester Capital Management's Schwab US Aggregate Bond ETF position peaked at $13K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Manchester Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.