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Pacifica Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pacifica Partners’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
-214
Closed -$6K – 511
2022
Q1 		$6K Hold
214
– – ﹤0.01% 360
2021
Q4 		$6K Buy
+214
New +$5.79K ﹤0.01% 354

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HCM
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Pacifica Partners's SCHZ Position: Q2 2022 in Review

Pacifica Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 214 shares — an estimated $6K sold.

Pacifica Partners first reported a position in SCHZ in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Pacifica Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Pacifica Partners sold 214 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $6K.
  • Pacifica Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Pacifica Partners's Schwab US Aggregate Bond ETF position peaked at $6K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Pacifica Partners's 13F filing for Q2 2022, filed 22 Jul 2022.