Colton Groome Financial Advisors’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
Q1 | – | Sell |
-12,326
| Closed | -$281K | – | 136 |
|
|
2022
Q4 | $281K | Buy |
+12,326
| New | +$281K | 0.14% | 104 |
|
|
2022
Q2 | – | Sell |
-16,660
| Closed | -$421K | – | 117 |
|
|
2022
Q1 | $421K | Sell |
16,660
-1,964
| -11% | -$49.6K | 0.19% | 64 |
|
|
2021
Q4 | $502K | Sell |
18,624
-260
| -1% | -$7.01K | 0.2% | 76 |
|
|
2021
Q3 | $512K | Buy |
18,884
+74
| +0.4% | +$2.01K | 0.22% | 66 |
|
|
2021
Q2 | $514K | Buy |
18,810
+1,496
| +9% | +$40.9K | 0.24% | 66 |
|
|
2021
Q1 | $467K | Sell |
17,314
-3,492
| -17% | -$94.2K | 0.26% | 39 |
|
|
2020
Q4 | $583K | Sell |
20,806
-520
| -2% | -$14.6K | 0.38% | 40 |
|
|
2020
Q3 | $598K | Buy |
21,326
+2,894
| +16% | +$81.2K | 0.42% | 34 |
|
|
2020
Q2 | $518K | Buy |
18,432
+10,052
| +120% | +$282K | 0.38% | 38 |
|
|
2020
Q1 | $227K | Sell |
8,380
-18,022
| -68% | -$488K | 0.19% | 56 |
|
|
2019
Q4 | $705K | Buy |
26,402
+568
| +2% | +$15.2K | 0.51% | 38 |
|
|
2019
Q3 | $688K | Sell |
25,834
-450
| -2% | -$12K | 0.51% | 38 |
|
|
2019
Q2 | $697K | Buy |
+26,284
| New | +$697K | 0.56% | 28 |
|