Benjamin Edwards Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-328
| Closed | -$7K | – | 1184 |
|
|
2024
Q2 | $7K | Hold |
328
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $8K | Hold |
328
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $8K | Hold |
328
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $7K | Hold |
328
| – | – | ﹤0.01% | 593 |
|
|
2023
Q2 | $8K | Hold |
328
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $8K | Hold |
328
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $7K | Sell |
328
-264
| -45% | -$5.63K | ﹤0.01% | 620 |
|
|
2022
Q3 | $13K | Buy |
592
+264
| +80% | +$5.8K | ﹤0.01% | 542 |
|
|
2022
Q2 | $8K | Hold |
328
| – | – | ﹤0.01% | 603 |
|
|
2022
Q1 | $8K | Buy |
+328
| New | +$8K | ﹤0.01% | 623 |
|