Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-124
| Closed | -$2.89K | – | 747 |
|
|
2023
Q4 | $2.89K | Hold |
124
| – | – | ﹤0.01% | 602 |
|
|
2023
Q3 | $2.74K | Hold |
124
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $2.86K | Hold |
124
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $2.91K | Buy |
+124
| New | +$2.91K | ﹤0.01% | 519 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 873 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 917 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$1K | – | 187 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 167 |
|
|
2020
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 160 |
|
|
2020
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 163 |
|
|
2017
Q3 | – | Sell |
-696
| Closed | -$18K | – | 249 |
|
|
2017
Q2 | $18K | Buy |
+696
| New | +$18K | 0.01% | 164 |
|