FAM
Foothills Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $371K | Buy |
6,845
+287
| +4% | +$15.6K | 0.32% | 57 |
|
|
2019
Q4 | $350K | Sell |
6,558
-379
| -5% | -$20.2K | 0.25% | 61 |
|
|
2019
Q3 | $374K | Hold |
6,937
| – | – | 0.28% | 57 |
|
|
2019
Q2 | $368K | Sell |
6,937
-120
| -2% | -$6.37K | 0.28% | 55 |
|
|
2019
Q1 | $366K | Sell |
7,057
-225
| -3% | -$11.7K | 0.28% | 56 |
|
|
2018
Q4 | $368K | Sell |
7,282
-520
| -7% | -$26.3K | 0.31% | 54 |
|
|
2018
Q3 | $392K | Sell |
7,802
-757
| -9% | -$38K | 0.3% | 53 |
|
|
2018
Q2 | $433K | Hold |
8,559
| – | – | 0.33% | 52 |
|
|
2018
Q1 | $437K | Sell |
8,559
-210
| -2% | -$10.7K | 0.34% | 54 |
|
|
2017
Q4 | $456K | Buy |
8,769
+372
| +4% | +$19.3K | 0.35% | 54 |
|
|
2017
Q3 | $440K | Buy |
8,397
+2,143
| +34% | +$112K | 0.33% | 52 |
|
|
2017
Q2 | $327K | Buy |
6,254
+974
| +18% | +$50.9K | 0.25% | 54 |
|
|
2017
Q1 | $273K | Buy |
+5,280
| New | +$273K | 0.21% | 54 |
|