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Sullivan, Bruyette, Speros & Blaney’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$125K Buy
+4,640
New +$127K 0.01% 380

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Sullivan, Bruyette, Speros & Blaney's SCHZ Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021: 4,640 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 4,640 shares of Schwab US Aggregate Bond ETF worth $125K as of Q1 2021.
  • Schwab US Aggregate Bond ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
  • Schwab US Aggregate Bond ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #380 holding.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.