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Palisade Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Palisade Asset 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
2024
Q2 		– Sell
-56
Closed -$1.29K – 359
2024
Q1 		$1.29K Buy
+56
New +$1.29K ﹤0.01% 388

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OIA
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Palisade Asset Management's SCHZ Position: Q2 2024 in Review

Palisade Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 56 shares — an estimated $1.29K sold.

Palisade Asset Management first reported a position in SCHZ in Q1 2024 and held it in 1 quarter. The position peaked at $1.29K in Q1 2024. 594 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Palisade Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Palisade Asset Management sold 56 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $1.29K.
  • Palisade Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Palisade Asset Management's Schwab US Aggregate Bond ETF position peaked at $1.29K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Palisade Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.