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Stratos Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stratos Investment Management’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
-22,860
Closed -$620K – 226
2021
Q3 		$620K Buy
+22,860
New +$627K 0.11% 125

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Stratos Investment Management's SCHZ Position: Q4 2021 in Review

Stratos Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 22,860 shares — an estimated $620K sold.

Stratos Investment Management first reported a position in SCHZ in Q3 2021 and held it in 1 quarter. The position peaked at $620K in Q3 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Stratos Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Stratos Investment Management sold 22,860 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $620K.
  • Stratos Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Stratos Investment Management's Schwab US Aggregate Bond ETF position peaked at $620K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Stratos Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.