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Morris Financial Concepts’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Morris Financial Concepts’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
Q2 		– Sell
-616
Closed -$16K – 131
2022
Q1 		$16K Buy
+616
New +$16K 0.01% 95

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Morris Financial Concepts's SCHZ Position: Q2 2022 in Review

Morris Financial Concepts sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 616 shares — an estimated $16K sold.

Morris Financial Concepts first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Morris Financial Concepts reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Morris Financial Concepts sold 616 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $16K.
  • Morris Financial Concepts first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Morris Financial Concepts's Schwab US Aggregate Bond ETF position peaked at $16K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Morris Financial Concepts's 13F filing for Q2 2022, filed 25 Jul 2022.