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

Resolute Financial’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
2022
Q3 		– Sell
-8,628
Closed -$206K – 118
2022
Q2 		$206K Buy
8,628
+52
+0.6% +$1.26K 0.18% 114
2022
Q1 		$217K Buy
+8,576
New +$223K 0.18% 105

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RIM
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HCM
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Resolute Financial's SCHZ Position: Q3 2022 in Review

Resolute Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 8,628 shares — an estimated $206K sold.

Resolute Financial first reported a position in SCHZ in Q1 2022 and held it in 2 quarters. The position peaked at $217K in Q1 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Resolute Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Resolute Financial sold 8,628 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $206K.
  • Resolute Financial first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Resolute Financial's Schwab US Aggregate Bond ETF position peaked at $217K in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Resolute Financial's 13F filing for Q3 2022, filed 14 Nov 2022.