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Stephens Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stephens Inc’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
-8,514
Closed -$231K – 1406
2021
Q3 		$231K Hold
8,514
– – ﹤0.01% 1162
2021
Q2 		$232K Buy
+8,514
New +$231K ﹤0.01% 1146

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Stephens Inc's SCHZ Position: Q4 2021 in Review

Stephens Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 8,514 shares — an estimated $231K sold.

Stephens Inc first reported a position in SCHZ in Q2 2021 and held it in 2 quarters. The position peaked at $232K in Q2 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Stephens Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 8,514 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $231K.
  • Stephens Inc first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Stephens Inc's Schwab US Aggregate Bond ETF position peaked at $232K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.