Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 744 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 827 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 803 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 787 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 766 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 717 |
|