Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $256K | Buy |
9,424
+692
| +8% | +$18.8K | 0.15% | 34 |
|
|
2021
Q2 | $238K | Hold |
8,732
| – | – | 0.13% | 34 |
|
|
2021
Q1 | $236K | Buy |
8,732
+1,936
| +28% | +$52.3K | 0.14% | 32 |
|
|
2020
Q4 | $190K | Buy |
6,796
+880
| +15% | +$24.6K | 0.12% | 33 |
|
|
2020
Q3 | $166K | Buy |
5,916
+1,280
| +28% | +$35.9K | 0.13% | 34 |
|
|
2020
Q2 | $130K | Hold |
4,636
| – | – | 0.1% | 53 |
|
|
2020
Q1 | $126K | Sell |
4,636
-416
| -8% | -$11.3K | 0.14% | 34 |
|
|
2019
Q4 | $134K | Buy |
+5,052
| New | +$134K | 0.12% | 39 |
|