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Parisi Gray Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Parisi Gray 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
2019
Q2 		– Sell
-190
Closed -$5K – 385
2019
Q1 		$5K Hold
190
– – ﹤0.01% 459
2018
Q4 		$5K Buy
+190
New +$4.75K ﹤0.01% 475

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Parisi Gray Wealth Management's SCHZ Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 190 shares — an estimated $5K sold.

Parisi Gray Wealth Management first reported a position in SCHZ in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

  • Parisi Gray Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 190 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $5K.
  • Parisi Gray Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Parisi Gray Wealth Management's Schwab US Aggregate Bond ETF position peaked at $5K in Q1 2019.
  • 401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.