Charles Schwab Investment Advisory’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $236M | Sell |
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|
2023
Q4 | $245M | Sell |
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|
2023
Q3 | $321M | Buy |
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|
2023
Q2 | $223M | Sell |
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|
2023
Q1 | $225M | Buy |
|
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|
2022
Q4 | $218M | Sell |
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|
2022
Q3 | $269M | Buy |
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|
2022
Q2 | $210M | Sell |
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|
2022
Q1 | $265M | Buy |
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|
2021
Q4 | $177M | Buy |
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|
2021
Q3 | $157M | Buy |
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|
2021
Q2 | $150M | Sell |
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|
2021
Q1 | $157M | Buy |
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|
2020
Q4 | $147M | Sell |
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|
2020
Q3 | $148M | Sell |
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|
2020
Q2 | $155M | Sell |
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|
2020
Q1 | $217M | Buy |
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|
2019
Q4 | $145M | Sell |
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|
2019
Q3 | $151M | Sell |
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|
2019
Q2 | $153M | Sell |
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|
2019
Q1 | $156M | Sell |
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|
2018
Q4 | $162M | Buy |
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|
2018
Q3 | $76.8M | Sell |
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|
2018
Q2 | $104M | Buy |
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|
2018
Q1 | $101M | Buy |
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|
2017
Q4 | $101M | Buy |
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|
2017
Q3 | $79.9M | Buy |
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|
2017
Q2 | $55.4M | Buy |
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|
2017
Q1 | $35.5M | Buy |
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|
2016
Q4 | $24.9M | Sell |
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|
2016
Q3 | $41.4M | Buy |
|