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Red Door Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Red Door 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
Q3 		– Sell
-102
Closed -$2K – 516
2021
Q2 		$2K Buy
+102
New +$2.77K ﹤0.01% 570
2020
Q3 		– Sell
-100
Closed -$2K – 350
2020
Q2 		$2K Hold
100
– – ﹤0.01% 419
2020
Q1 		$2K Buy
+100
New +$2.7K ﹤0.01% 392

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Red Door Wealth Management's SCHZ Position: Q3 2021 in Review

Red Door Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 102 shares — an estimated $2K sold.

Red Door Wealth Management first reported a position in SCHZ in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Red Door Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 102 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $2K.
  • Red Door Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.