VAM
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Verity Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Verity Asset 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
2019
Q1 		– Sell
-9,476
Closed -$240K – 124
2018
Q4 		$240K Buy
+9,476
New +$237K 0.32% 88

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SFPM
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AA
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UCFA
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Verity Asset Management's SCHZ Position: Q1 2019 in Review

Verity Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 9,476 shares — an estimated $240K sold.

Verity Asset Management first reported a position in SCHZ in Q4 2018 and held it in 1 quarter. The position peaked at $240K in Q4 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Verity Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Verity Asset Management sold 9,476 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $240K.
  • Verity Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Verity Asset Management's Schwab US Aggregate Bond ETF position peaked at $240K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Verity Asset Management's 13F filing for Q1 2019, filed 13 May 2019.