Altus Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30,210
| Closed | -$690K | – | 147 |
|
|
2022
Q4 | $690K | Buy |
+30,210
| New | +$690K | 0.52% | 52 |
|
|
2021
Q3 | – | Sell |
-2,866
| Closed | -$78K | – | 118 |
|
|
2021
Q2 | $78K | Hold |
2,866
| – | – | 0.08% | 113 |
|
|
2021
Q1 | $78K | Hold |
2,866
| – | – | 0.08% | 116 |
|
|
2020
Q4 | $80K | Buy |
+2,866
| New | +$80K | 0.08% | 154 |
|