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Newbridge Financial Services Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-116
Closed -$3K – 1525
2021
Q3 		$3K Buy
+116
New +$3.18K ﹤0.01% 1135

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Newbridge Financial Services Group's SCHZ Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 116 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in SCHZ in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 116 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Schwab US Aggregate Bond ETF position peaked at $3K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.