Broadview Financial Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $711K | Buy |
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|
2018
Q3 | $686K | Buy |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $449K | Buy |
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|
2017
Q4 | $362K | Buy |
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