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Running Point Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Running Point Capital 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
2021
Q4 		– Sell
-3,984
Closed -$108K – 169
2021
Q3 		$108K Hold
3,984
– – 0.05% 112
2021
Q2 		$109K Hold
3,984
– – 0.05% 102
2021
Q1 		$107K Buy
3,984
+2,552
+178% +$70.1K 0.06% 89
2020
Q4 		$40K Buy
+1,432
New +$40K 0.02% 98

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RA
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Running Point Capital Advisors's SCHZ Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 3,984 shares — an estimated $108K sold.

Running Point Capital Advisors first reported a position in SCHZ in Q4 2020 and held it in 4 quarters. The position peaked at $109K in Q2 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Running Point Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 3,984 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $108K.
  • Running Point Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Running Point Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $109K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.