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Walkner Condon Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Walkner Condon Financial Advisors’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
Q3 		– Sell
-7,564
Closed -$205K – 165
2021
Q2 		$205K Buy
+7,564
New +$205K 0.08% 162

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Walkner Condon Financial Advisors's SCHZ Position: Q3 2021 in Review

Walkner Condon Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 7,564 shares — an estimated $205K sold.

Walkner Condon Financial Advisors first reported a position in SCHZ in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • Walkner Condon Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 7,564 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $205K.
  • Walkner Condon Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $205K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.