EA
Efficient Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,829
| Closed | -$143K | – | 51 |
|
|
2018
Q2 | $143K | Sell |
2,829
-580
| -17% | -$29.3K | 0.02% | 46 |
|
|
2018
Q1 | $174K | Buy |
+3,409
| New | +$174K | 0.03% | 46 |
|
|
2016
Q3 | – | Sell |
-4,247
| Closed | -$228K | – | 77 |
|
|
2016
Q2 | $228K | Buy |
+4,247
| New | +$228K | 0.04% | 64 |
|