Burleson & Co’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
Q4 | $106K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $142K | Sell |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $284K | Sell |
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|
2020
Q2 | $4.73M | Sell |
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|
2020
Q1 | $4.8M | Sell |
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|
2019
Q4 | $5.23M | Sell |
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|
2019
Q3 | $5.78M | Sell |
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|
2019
Q2 | $6.91M | Sell |
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|
2019
Q1 | $7.56M | Sell |
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|
2018
Q4 | $9.72M | Buy |
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|
2018
Q3 | $9.4M | Sell |
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|
2018
Q2 | $11.1M | Buy |
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|
2018
Q1 | $9.88M | Buy |
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|
2017
Q4 | $10M | Buy |
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