VWM
SCHZ icon

Vector Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vector Wealth 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
2013
Q4 		– Sell
-12,662
Closed -$322K – 64
2013
Q3 		$322K Buy
+12,662
New +$319K 0.24% 41

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EWM
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CMP
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Vector Wealth Management's SCHZ Position: Q4 2013 in Review

Vector Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2013, closing a stake of 12,662 shares — an estimated $322K sold.

Vector Wealth Management first reported a position in SCHZ in Q3 2013 and held it in 1 quarter. The position peaked at $322K in Q3 2013. 44 funds tracked by Wall St. Rank hold SCHZ as of Q4 2013.

  • Vector Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Vector Wealth Management sold 12,662 Schwab US Aggregate Bond ETF shares in Q4 2013, an estimated $322K.
  • Vector Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Vector Wealth Management's Schwab US Aggregate Bond ETF position peaked at $322K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2013.

Based on Vector Wealth Management's 13F filing for Q4 2013, filed 19 Jan 2017.