Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,404
| Closed | -$278K | – | 512 |
|
|
2019
Q4 | $278K | Buy |
10,404
+398
| +4% | +$10.6K | 0.01% | 420 |
|
|
2019
Q3 | $269K | Buy |
10,006
+24
| +0.2% | +$645 | 0.01% | 412 |
|
|
2019
Q2 | $265K | Buy |
9,982
+26
| +0.3% | +$690 | 0.01% | 410 |
|
|
2019
Q1 | $258K | Buy |
9,956
+18
| +0.2% | +$466 | 0.02% | 414 |
|
|
2018
Q4 | $251K | Buy |
+9,938
| New | +$251K | 0.02% | 396 |
|