EWM
Evercore Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,313
| Closed | -$68K | – | 713 |
|
|
2017
Q4 | $68K | Sell |
1,313
-134
| -9% | -$6.94K | ﹤0.01% | 534 |
|
|
2017
Q3 | $76K | Sell |
1,447
-134
| -8% | -$7.04K | ﹤0.01% | 514 |
|
|
2017
Q2 | $83K | Hold |
1,581
| – | – | ﹤0.01% | 505 |
|
|
2017
Q1 | $82K | Buy |
+1,581
| New | +$82K | ﹤0.01% | 517 |
|
|
2016
Q4 | – | Sell |
-1,860
| Closed | -$100K | – | 1086 |
|
|
2016
Q3 | $100K | Buy |
+1,860
| New | +$100K | ﹤0.01% | 481 |
|