Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-634
| Closed | -$17K | – | 634 |
|
|
2021
Q1 | $17K | Buy |
+634
| New | +$17K | ﹤0.01% | 529 |
|
|
2020
Q2 | $18K | Buy |
622
+4
| +0.6% | +$116 | 0.01% | 464 |
|
|
2020
Q1 | $17K | Buy |
618
+2
| +0.3% | +$55 | 0.01% | 447 |
|
|
2019
Q4 | $16K | Buy |
616
+6
| +1% | +$156 | 0.01% | 522 |
|
|
2019
Q3 | $16K | Buy |
610
+4
| +0.7% | +$105 | 0.01% | 520 |
|
|
2019
Q2 | $16K | Buy |
606
+4
| +0.7% | +$106 | 0.01% | 521 |
|
|
2019
Q1 | $16K | Buy |
+602
| New | +$16K | 0.01% | 489 |
|