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Widmann Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-1,156
Closed -$31K – 383
2021
Q4 		$31K Buy
+1,156
New +$31.3K 0.03% 221

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Widmann Financial Services's SCHZ Position: Q1 2022 in Review

Widmann Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 1,156 shares — an estimated $31K sold.

Widmann Financial Services first reported a position in SCHZ in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • Widmann Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,156 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $31K.
  • Widmann Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Schwab US Aggregate Bond ETF position peaked at $31K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.