Arcus Capital Partners’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
Q3 | – | Sell |
-10,610
| Closed | -$245K | – | 132 |
|
|
2023
Q2 | $245K | Hold |
10,610
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $249K | Hold |
10,610
| – | – | 0.08% | 100 |
|
|
2022
Q4 | $242K | Hold |
10,610
| – | – | 0.1% | 86 |
|
|
2022
Q3 | $240K | Buy |
10,610
+44
| +0.4% | +$995 | 0.1% | 88 |
|
|
2022
Q2 | $253K | Buy |
+10,566
| New | +$253K | 0.11% | 86 |
|