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

Snowden 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
2022
Q1 		– Sell
-3,068
Closed -$82K – 1887
2021
Q4 		$82K Buy
+3,068
New +$82.9K ﹤0.01% 901

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OIA
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MFRM
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Financial Engines Advisors
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APP
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Snowden Capital Advisors's SCHZ Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 3,068 shares — an estimated $82K sold.

Snowden Capital Advisors first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 3,068 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $82K.
  • Snowden Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $82K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.