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Pathstone Family Office’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-2,196
Closed -$57K – 607
2017
Q1 		$57K Buy
+2,196
New +$56.7K 0.03% 174

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Pathstone Family Office's SCHZ Position: Q2 2017 in Review

Pathstone Family Office sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2017, closing a stake of 2,196 shares — an estimated $57K sold.

Pathstone Family Office first reported a position in SCHZ in Q1 2017 and held it in 1 quarter. The position peaked at $57K in Q1 2017. 246 funds tracked by Wall St. Rank hold SCHZ as of Q2 2017.

  • Pathstone Family Office reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 2,196 Schwab US Aggregate Bond ETF shares in Q2 2017, an estimated $57K.
  • Pathstone Family Office first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Pathstone Family Office's Schwab US Aggregate Bond ETF position peaked at $57K in Q1 2017.
  • 246 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.