First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,670
| Closed | -$245K | – | 372 |
|
|
2018
Q4 | $245K | Buy |
+9,670
| New | +$245K | 0.02% | 337 |
|
|
2018
Q1 | – | Sell |
-48,424
| Closed | -$1.26M | – | 349 |
|
|
2017
Q4 | $1.26M | Buy |
+48,424
| New | +$1.26M | 0.07% | 155 |
|
|
2017
Q1 | – | Sell |
-16,890
| Closed | -$435K | – | 338 |
|
|
2016
Q4 | $435K | Buy |
+16,890
| New | +$435K | 0.03% | 217 |
|
|
2015
Q1 | – | Sell |
-14,738
| Closed | -$386K | – | 263 |
|
|
2014
Q4 | $386K | Buy |
+14,738
| New | +$386K | 0.03% | 166 |
|