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NovaPoint Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

NovaPoint Capital’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
2020
Q1 		– Sell
-29,964
Closed -$800K – 106
2019
Q4 		$800K Buy
+29,964
New +$803K 0.63% 53

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NovaPoint Capital's SCHZ Position: Q1 2020 in Review

NovaPoint Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 29,964 shares — an estimated $800K sold.

NovaPoint Capital first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $800K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • NovaPoint Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • NovaPoint Capital sold 29,964 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $800K.
  • NovaPoint Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • NovaPoint Capital's Schwab US Aggregate Bond ETF position peaked at $800K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on NovaPoint Capital's 13F filing for Q1 2020, filed 18 Jun 2020.