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Westwood Holdings Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Westwood Holdings Group’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
2020
Q1 		– Sell
-608
Closed -$16K – 497
2019
Q4 		$16K Buy
+608
New +$16.3K ﹤0.01% 517

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Westwood Holdings Group's SCHZ Position: Q1 2020 in Review

Westwood Holdings Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 608 shares — an estimated $16K sold.

Westwood Holdings Group first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Westwood Holdings Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 608 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $16K.
  • Westwood Holdings Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Westwood Holdings Group's Schwab US Aggregate Bond ETF position peaked at $16K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.