Blooom Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $815K | Buy |
35,950
+1,586
| +5% | +$36K | 1.55% | 13 |
|
|
2022
Q2 | $822K | Sell |
34,364
-5,504
| -14% | -$132K | 1.41% | 16 |
|
|
2022
Q1 | $1.01M | Buy |
39,868
+2,144
| +6% | +$54.1K | 0.81% | 16 |
|
|
2021
Q4 | $1.02M | Buy |
37,724
+4,260
| +13% | +$115K | 0.77% | 15 |
|
|
2021
Q3 | $911K | Buy |
33,464
+3,084
| +10% | +$84K | 0.76% | 16 |
|
|
2021
Q2 | $828K | Buy |
30,380
+17,032
| +128% | +$464K | 0.62% | 20 |
|
|
2021
Q1 | $608K | Sell |
13,348
-8,256
| -38% | -$376K | 0.48% | 24 |
|
|
2020
Q4 | $604K | Buy |
+21,604
| New | +$604K | 0.48% | 20 |
|