Boenning & Scattergood’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
Q4 | $404K | Sell |
15,960
-840
| -5% | -$21.3K | 0.07% | 278 |
|
|
2022
Q3 | $381K | Buy |
16,800
+800
| +5% | +$18.1K | 0.08% | 262 |
|
|
2022
Q2 | $383K | Buy |
16,000
+40
| +0.3% | +$958 | 0.07% | 264 |
|
|
2022
Q1 | $404K | Sell |
15,960
-940
| -6% | -$23.8K | 0.07% | 278 |
|
|
2021
Q4 | $455K | Buy |
16,900
+3,910
| +30% | +$105K | 0.07% | 260 |
|
|
2021
Q3 | $352K | Buy |
+12,990
| New | +$352K | 0.06% | 282 |
|