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

Smith Anglin 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
2021
Q3 		– Sell
-8,666
Closed -$237K – 147
2021
Q2 		$237K Sell
8,666
-3,158
-27% -$85.7K 0.05% 130
2021
Q1 		$319K Sell
11,824
-549,796
-98% -$15.1M 0.07% 104
2020
Q4 		$15.7M Buy
+561,620
New +$15.7M 2.82% 11

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Smith Anglin Financial's SCHZ Position: Q3 2021 in Review

Smith Anglin Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 8,666 shares — an estimated $237K sold.

Smith Anglin Financial first reported a position in SCHZ in Q4 2020 and held it in 3 quarters. The position peaked at $15.7M in Q4 2020. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Smith Anglin Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Smith Anglin Financial sold 8,666 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $237K.
  • Smith Anglin Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Smith Anglin Financial's Schwab US Aggregate Bond ETF position peaked at $15.7M in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Smith Anglin Financial's 13F filing for Q3 2021, filed 20 Oct 2021.