Benedetti & Gucer’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 |
-33,644
| Closed | -$776K | – | 151 |
|
|
2023
Q2 | $776K | Buy |
33,644
+640
| +2% | +$14.8K | 0.4% | 50 |
|
|
2023
Q1 | $774K | Buy |
33,004
+8,976
| +37% | +$211K | 0.44% | 41 |
|
|
2022
Q4 | $548K | Sell |
24,028
-344
| -1% | -$7.85K | 0.4% | 50 |
|
|
2022
Q3 | $552K | Sell |
24,372
-143,316
| -85% | -$3.25M | 0.43% | 43 |
|
|
2022
Q2 | $4.02M | Buy |
167,688
+138,456
| +474% | +$3.32M | 2.72% | 5 |
|
|
2022
Q1 | $739K | Buy |
29,232
+12,538
| +75% | +$317K | 0.49% | 37 |
|
|
2021
Q4 | $449K | Buy |
+16,694
| New | +$449K | 0.3% | 45 |
|