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Weatherstone Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Weatherstone Capital 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
-120,782
Closed -$3.04M – 142
2018
Q4 		$3.04M Buy
+120,782
New +$3.02M 0.75% 30

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SFPM
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LYV
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AA
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UCFA
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Weatherstone Capital Management's SCHZ Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2019, closing a stake of 120,782 shares — an estimated $3.04M sold.

Weatherstone Capital Management first reported a position in SCHZ in Q4 2018 and held it in 1 quarter. The position peaked at $3.04M in Q4 2018. 396 funds tracked by Wall St. Rank hold SCHZ as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 120,782 Schwab US Aggregate Bond ETF shares in Q1 2019, an estimated $3.04M.
  • Weatherstone Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab US Aggregate Bond ETF position peaked at $3.04M in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.