Badgley, Phelps & Bell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,824
| Closed | -$238K | – | 198 |
|
|
2019
Q3 | $238K | Hold |
8,824
| – | – | 0.01% | 177 |
|
|
2019
Q2 | $234K | Hold |
8,824
| – | – | 0.01% | 184 |
|
|
2019
Q1 | $229K | Hold |
8,824
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $223K | Hold |
8,824
| – | – | 0.02% | 177 |
|
|
2018
Q3 | $222K | Hold |
8,824
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $223K | Hold |
8,824
| – | – | 0.01% | 173 |
|
|
2018
Q1 | $225K | Hold |
8,824
| – | – | 0.02% | 177 |
|
|
2017
Q4 | $230K | Buy |
+8,824
| New | +$230K | 0.02% | 184 |
|