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Paradigm Strategies in Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Paradigm Strategies in 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
2021
Q2 		– Sell
-510
Closed -$14K – 267
2021
Q1 		$14K Buy
+510
New +$14K 0.01% 144

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Paradigm Strategies in Wealth Management's SCHZ Position: Q2 2021 in Review

Paradigm Strategies in Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2021, closing a stake of 510 shares — an estimated $14K sold.

Paradigm Strategies in Wealth Management first reported a position in SCHZ in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 510 Schwab US Aggregate Bond ETF shares in Q2 2021, an estimated $14K.
  • Paradigm Strategies in Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Schwab US Aggregate Bond ETF position peaked at $14K in Q1 2021.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.