AdvicePeriod’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-92,924
| Closed | -$2.52M | – | 87 |
|
|
2020
Q1 | $2.52M | Buy |
92,924
+4,794
| +5% | +$130K | 0.26% | 55 |
|
|
2019
Q4 | $2.35M | Buy |
88,130
+2,270
| +3% | +$60.6K | 0.21% | 56 |
|
|
2019
Q3 | $2.31M | Buy |
85,860
+1,338
| +2% | +$36K | 0.21% | 50 |
|
|
2019
Q2 | $2.24M | Buy |
84,522
+16,248
| +24% | +$431K | 0.21% | 52 |
|
|
2019
Q1 | $1.77M | Buy |
68,274
+17,880
| +35% | +$464K | 0.17% | 55 |
|
|
2018
Q4 | $1.28M | Buy |
50,394
+14,608
| +41% | +$370K | 0.14% | 57 |
|
|
2018
Q3 | $899K | Buy |
35,786
+7,664
| +27% | +$193K | 0.1% | 61 |
|
|
2018
Q2 | $712K | Buy |
+28,122
| New | +$712K | 0.11% | 52 |
|