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McBroom & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

McBroom & Associates’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
2022
Q4 		– Sell
-10,050
Closed -$228K – 37
2022
Q3 		$228K Sell
10,050
-3,564
-26% -$84.9K 0.26% 34
2022
Q2 		$326K Sell
13,614
-13,470
-50% -$326K 0.35% 25
2022
Q1 		$685K Sell
27,084
-596
-2% -$15.5K 0.61% 25
2021
Q4 		$746K Buy
+27,680
New +$748K 0.56% 25

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APP
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McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

McBroom & Associates's SCHZ Position: Q4 2022 in Review

McBroom & Associates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 10,050 shares — an estimated $228K sold.

McBroom & Associates first reported a position in SCHZ in Q4 2021 and held it in 4 quarters. The position peaked at $746K in Q4 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • McBroom & Associates reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • McBroom & Associates sold 10,050 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $228K.
  • McBroom & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
  • McBroom & Associates's Schwab US Aggregate Bond ETF position peaked at $746K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on McBroom & Associates's 13F filing for Q4 2022, filed 26 Jan 2023.