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Westbourne Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Westbourne Investment 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
2018
Q4 		– Sell
-3,948
Closed -$99K – 141
2018
Q3 		$99K Buy
+3,948
New +$99.7K 0.07% 126

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Westbourne Investment Advisors's SCHZ Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2018, closing a stake of 3,948 shares — an estimated $99K sold.

Westbourne Investment Advisors first reported a position in SCHZ in Q3 2018 and held it in 1 quarter. The position peaked at $99K in Q3 2018. 378 funds tracked by Wall St. Rank hold SCHZ as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,948 Schwab US Aggregate Bond ETF shares in Q4 2018, an estimated $99K.
  • Westbourne Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $99K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.