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Royal Fund Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Royal Fund 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
2019
Q3 		– Sell
-982
Closed -$26K – 656
2019
Q2 		$26K Buy
+982
New +$25.5K 0.01% 287

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Royal Fund Management's SCHZ Position: Q3 2019 in Review

Royal Fund Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 982 shares — an estimated $26K sold.

Royal Fund Management first reported a position in SCHZ in Q2 2019 and held it in 1 quarter. The position peaked at $26K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Royal Fund Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Royal Fund Management sold 982 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $26K.
  • Royal Fund Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Royal Fund Management's Schwab US Aggregate Bond ETF position peaked at $26K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Royal Fund Management's 13F filing for Q3 2019, filed 8 May 2020.