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

YorkBridge Wealth 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
2018
Q3 		– Sell
-362
Closed -$9K – 827
2018
Q2 		$9K Hold
362
– – ﹤0.01% 631
2018
Q1 		$9K Hold
362
– – ﹤0.01% 631
2017
Q4 		$9K Hold
362
– – ﹤0.01% 645
2017
Q3 		$9K Hold
362
– – ﹤0.01% 651
2017
Q2 		$9K Hold
362
– – ﹤0.01% 646
2017
Q1 		$9K Buy
+362
New +$9.35K ﹤0.01% 633

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YorkBridge Wealth Partners's SCHZ Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 362 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in SCHZ in Q1 2017 and held it in 6 quarters. The position peaked at $9K in Q2 2018. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 362 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Schwab US Aggregate Bond ETF position peaked at $9K in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.