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West Coast Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

West Coast Financial’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
2023
Q3 		– Sell
-22,960
Closed -$530K – 149
2023
Q2 		$530K Buy
+22,960
New +$534K 0.07% 93

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Wealth Enhancement Advisory Services
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RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
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Goldman Sachs
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West Coast Financial's SCHZ Position: Q3 2023 in Review

West Coast Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 22,960 shares — an estimated $530K sold.

West Coast Financial first reported a position in SCHZ in Q2 2023 and held it in 1 quarter. The position peaked at $530K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • West Coast Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • West Coast Financial sold 22,960 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $530K.
  • West Coast Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • West Coast Financial's Schwab US Aggregate Bond ETF position peaked at $530K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on West Coast Financial's 13F filing for Q3 2023, filed 3 Nov 2023.