AWM
Abound Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-151
| Closed | -$7.06K | – | 1391 |
|
|
2023
Q4 | $7.06K | Buy |
+151
| New | +$7.06K | ﹤0.01% | 434 |
|
|
2022
Q2 | – | Sell |
-1,136
| Closed | -$57.5K | – | 127 |
|
|
2022
Q1 | $57.5K | Buy |
1,136
+664
| +141% | +$33.6K | 0.04% | 63 |
|
|
2021
Q4 | $25.4K | Buy |
+472
| New | +$25.4K | 0.02% | 76 |
|