NWM
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Northwest Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Northwest Wealth 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
2018
Q3 		– Sell
-1,124
Closed -$28K – 535
2018
Q2 		$28K Hold
1,124
– – 0.02% 271
2018
Q1 		$29K Buy
+1,124
New +$28.7K 0.02% 275

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CW
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KF
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Northwest Wealth Management's SCHZ Position: Q3 2018 in Review

Northwest Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 1,124 shares — an estimated $28K sold.

Northwest Wealth Management first reported a position in SCHZ in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2018. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Northwest Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,124 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $28K.
  • Northwest Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Northwest Wealth Management's Schwab US Aggregate Bond ETF position peaked at $29K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Northwest Wealth Management's 13F filing for Q3 2018, filed 11 Oct 2018.