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Woodley Farra Manion Portfolio Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Woodley Farra Manion Portfolio Management’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
-24
Closed -$1K – 449
2019
Q4 		$1K Buy
+24
New +$643 ﹤0.01% 391

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Woodley Farra Manion Portfolio Management's SCHZ Position: Q1 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2020, closing a stake of 24 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in SCHZ in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHZ as of Q1 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 24 Schwab US Aggregate Bond ETF shares in Q1 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2020, filed 8 May 2020.