Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,648
| Closed | -$208K | – | 65 |
|
|
2020
Q1 | $208K | Buy |
7,648
+120
| +2% | +$3.26K | 0.14% | 57 |
|
|
2019
Q4 | $201K | Sell |
7,528
-396
| -5% | -$10.6K | 0.11% | 61 |
|
|
2019
Q3 | $213K | Buy |
7,924
+80
| +1% | +$2.15K | 0.13% | 59 |
|
|
2019
Q2 | $208K | Buy |
7,844
+44
| +0.6% | +$1.17K | 0.13% | 59 |
|
|
2019
Q1 | $202K | Buy |
+7,800
| New | +$202K | 0.14% | 60 |
|