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

SevenBridge Financial Group’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
-748
Closed -$20K – 497
2019
Q2 		$20K Buy
+748
New +$19.5K 0.01% 385

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SevenBridge Financial Group's SCHZ Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 748 shares — an estimated $20K sold.

SevenBridge Financial Group first reported a position in SCHZ in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 748 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $20K.
  • SevenBridge Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's Schwab US Aggregate Bond ETF position peaked at $20K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.