Domani Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$210K Sell
2020
Q4
$293K Sell
2020
Q3
$302K Sell
2020
Q2
$323K Sell
2020
Q1
$316K Buy
2019
Q4
$293K Sell
2019
Q3
$344K Sell
2019
Q2
$341K Buy
2019
Q1
$333K Sell
2018
Q4
$695K Sell
2018
Q3
$2.2M Sell
2018
Q2
$3.15M Sell
2018
Q1
$3.47M Sell
2017
Q4
$4.28M Sell
2017
Q3
$4.44M Sell
2017
Q2
$4.45M Sell
2017
Q1
$5.06M Buy
2016
Q4
$4.89M Sell
2016
Q3
$5.45M Sell
2016
Q2
$6.1M Buy
2016
Q1
$5.53M Buy