Carmichael Hill & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $116K | Buy |
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|
2024
Q2 | $83.5K | Hold |
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|
2024
Q1 | $84.3K | Hold |
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|
2023
Q4 | $85.4K | Buy |
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|
2023
Q3 | $58.4K | Hold |
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|
2023
Q2 | $60.9K | Hold |
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|
2023
Q1 | $61.9K | Hold |
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|
2022
Q4 | $60.3K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $14K | Buy |
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