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Pathway Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pathway Financial Advisors’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
2018
Q1 		– Sell
-2,354
Closed -$61K – 466
2017
Q4 		$61K Buy
+2,354
New +$61.4K 0.04% 229

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Pathway Financial Advisors's SCHZ Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2018, closing a stake of 2,354 shares — an estimated $61K sold.

Pathway Financial Advisors first reported a position in SCHZ in Q4 2017 and held it in 1 quarter. The position peaked at $61K in Q4 2017. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,354 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $61K.
  • Pathway Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $61K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.