Elmwood Wealth 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
Q1 | – | Sell |
-80
| Closed | -$2K | – | 285 |
|
|
2021
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 350 |
|
|
2021
Q2 | $2K | Buy |
80
+2
| +3% | +$50 | ﹤0.01% | 311 |
|
|
2021
Q1 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 302 |
|
|
2020
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 238 |
|
|
2020
Q2 | $2K | Sell |
78
-274
| -78% | -$7.03K | ﹤0.01% | 238 |
|
|
2020
Q1 | $8.98K | Buy |
+352
| New | +$8.98K | 0.01% | 198 |
|
|
2019
Q4 | – | Sell |
-350
| Closed | -$9K | – | 219 |
|
|
2019
Q3 | $9K | Hold |
350
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $9K | Hold |
350
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $9K | Sell |
350
-2
| -0.6% | -$51 | 0.01% | 196 |
|
|
2018
Q4 | $9K | Hold |
352
| – | – | 0.01% | 201 |
|
|
2018
Q3 | $8.84K | Hold |
352
| – | – | 0.01% | 206 |
|
|
2018
Q2 | $8.91K | Hold |
352
| – | – | 0.01% | 204 |
|
|
2018
Q1 | $8.98K | Buy |
+352
| New | +$8.98K | 0.01% | 198 |
|