FormulaFolio Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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2020
Q4 | $1.2M | Sell |
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2020
Q3 | $1.25M | Sell |
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2020
Q2 | $2.74M | Sell |
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2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $2.97M | Sell |
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2019
Q3 | $3.14M | Sell |
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|
2019
Q2 | $3.44M | Sell |
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2019
Q1 | $4.53M | Buy |
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|
2018
Q4 | $4.05M | Hold |
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|
2018
Q3 | $4.05M | Buy |
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|
2018
Q2 | $3.99M | Sell |
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2018
Q1 | $6.98M | Buy |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $2.67M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $290K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.5M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.64M | Buy |
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|
2015
Q1 | $1.96M | Buy |
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|
2014
Q4 | $1.65M | Buy |
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