Column Capital 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
Q3 | $26.5K | Hold |
1,200
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $27.7K | Hold |
1,200
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $28.1K | Hold |
1,200
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $27.4K | Hold |
1,200
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $27K | Hold |
1,200
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $29K | Hold |
1,200
| – | – | 0.01% | 347 |
|
|
2022
Q1 | $30K | Hold |
1,200
| – | – | 0.01% | 356 |
|
|
2021
Q4 | $32K | Hold |
1,200
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $33K | Hold |
1,200
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $33K | Buy |
1,200
+120
| +11% | +$3.3K | 0.01% | 328 |
|
|
2021
Q1 | $29K | Hold |
1,080
| – | – | 0.01% | 336 |
|
|
2020
Q4 | $30K | Hold |
1,080
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $30K | Buy |
1,080
+30
| +3% | +$833 | 0.01% | 317 |
|
|
2020
Q2 | $29K | Sell |
1,050
-60
| -5% | -$1.66K | 0.01% | 324 |
|
|
2020
Q1 | $30K | Buy |
1,110
+220
| +25% | +$5.95K | 0.01% | 269 |
|
|
2019
Q4 | $23K | Buy |
+890
| New | +$23K | 0.01% | 347 |
|