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WMS Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WMS Partners’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
Q2 		– Sell
-11,116
Closed -$288K – 224
2019
Q1 		$288K Buy
+11,116
New +$284K 0.07% 152

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WMS Partners's SCHZ Position: Q2 2019 in Review

WMS Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2019, closing a stake of 11,116 shares — an estimated $288K sold.

WMS Partners first reported a position in SCHZ in Q1 2019 and held it in 1 quarter. The position peaked at $288K in Q1 2019. 401 funds tracked by Wall St. Rank hold SCHZ as of Q2 2019.

  • WMS Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WMS Partners sold 11,116 Schwab US Aggregate Bond ETF shares in Q2 2019, an estimated $288K.
  • WMS Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 1 quarter.
  • WMS Partners's Schwab US Aggregate Bond ETF position peaked at $288K in Q1 2019.
  • 401 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2019.

Based on WMS Partners's 13F filing for Q2 2019, filed 13 Aug 2019.