Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-238
| Closed | -$5.17K | – | 1052 |
|
|
2023
Q3 | $5.17K | Buy |
+238
| New | +$5.17K | ﹤0.01% | 600 |
|
|
2022
Q4 | – | Sell |
-836
| Closed | -$19K | – | 1100 |
|
|
2022
Q3 | $19K | Buy |
836
+6
| +0.7% | +$136 | ﹤0.01% | 449 |
|
|
2022
Q2 | $20K | Buy |
830
+4
| +0.5% | +$96 | 0.01% | 450 |
|
|
2022
Q1 | $21K | Buy |
826
+4
| +0.5% | +$102 | ﹤0.01% | 476 |
|
|
2021
Q4 | $22K | Buy |
822
+4
| +0.5% | +$107 | ﹤0.01% | 475 |
|
|
2021
Q3 | $22K | Buy |
818
+6
| +0.7% | +$161 | 0.01% | 460 |
|
|
2021
Q2 | $22K | Buy |
812
+4
| +0.5% | +$108 | ﹤0.01% | 487 |
|
|
2021
Q1 | $22K | Buy |
808
+2
| +0.2% | +$54 | 0.01% | 495 |
|
|
2020
Q4 | $23K | Buy |
+806
| New | +$23K | 0.01% | 461 |
|