CIA
Cascade Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$14.1K | – | 201 |
|
|
2023
Q1 | $14.1K | Buy |
+300
| New | +$14.1K | 0.01% | 202 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$14.4K | – | 193 |
|
|
2022
Q2 | $14.4K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2022
Q1 | $15.2K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $16.2K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $16.3K | Buy |
+300
| New | +$16.3K | 0.01% | 213 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$16.8K | – | 293 |
|
|
2020
Q4 | $16.8K | Hold |
300
| – | – | 0.01% | 208 |
|
|
2020
Q3 | $16.8K | Hold |
300
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $16.9K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2020
Q1 | $16.3K | Hold |
300
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $16K | Hold |
300
| – | – | 0.01% | 202 |
|
|
2019
Q3 | $16.2K | Buy |
+300
| New | +$16.2K | 0.01% | 202 |
|