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Tarbox Family Office’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-30
Closed -$1K – 1293
2019
Q4 		$1K Hold
30
– – ﹤0.01% 1050
2019
Q3 		$1K Hold
30
– – ﹤0.01% 1002
2019
Q2 		$1K Buy
+30
New +$780 ﹤0.01% 1010

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Tarbox Family Office's SCHZ Position: Q1 2020 in Review

Tarbox Family Office sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 30 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SCHZ in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Tarbox Family Office reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 30 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.