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Security National Bank of Sioux City Iowa’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Security National Bank of Sioux City Iowa’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
-9,538
Closed -$260K – 108
2021
Q2 		$260K Buy
+9,538
New +$259K 0.2% 85

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Security National Bank of Sioux City Iowa's SCHZ Position: Q3 2021 in Review

Security National Bank of Sioux City Iowa sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 9,538 shares — an estimated $260K sold.

Security National Bank of Sioux City Iowa first reported a position in SCHZ in Q2 2021 and held it in 1 quarter. The position peaked at $260K in Q2 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Security National Bank of Sioux City Iowa reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 9,538 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $260K.
  • Security National Bank of Sioux City Iowa first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Schwab US Aggregate Bond ETF position peaked at $260K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2021, filed 16 Nov 2021.