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Raleigh Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Raleigh Capital 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
2023
Q1 		– Sell
-3,290
Closed -$75.1K – 894
2022
Q4 		$75.1K Buy
+3,290
New +$74.9K 0.04% 224

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Raleigh Capital Management's SCHZ Position: Q1 2023 in Review

Raleigh Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 3,290 shares — an estimated $75.1K sold.

Raleigh Capital Management first reported a position in SCHZ in Q4 2022 and held it in 1 quarter. The position peaked at $75.1K in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Raleigh Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 3,290 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $75.1K.
  • Raleigh Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Raleigh Capital Management's Schwab US Aggregate Bond ETF position peaked at $75.1K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Raleigh Capital Management's 13F filing for Q1 2023, filed 22 May 2023.