Frontier Investment 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $305K | Buy |
+10,842
| New | +$305K | 0.02% | 209 |
|
2019
Q2 | – | Sell |
-9,828
| Closed | -$255K | – | 271 |
|
2019
Q1 | $255K | Sell |
9,828
-70
| -0.7% | -$1.82K | 0.02% | 212 |
|
2018
Q4 | $250K | Buy |
9,898
+1,450
| +17% | +$36.6K | 0.02% | 194 |
|
2018
Q3 | $212K | Hold |
8,448
| – | – | 0.02% | 219 |
|
2018
Q2 | $214K | Buy |
+8,448
| New | +$214K | 0.02% | 208 |
|