Godsey & Gibb Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,522
| Closed | -$36.2K | – | 428 |
|
|
2024
Q3 | $36.2K | Buy |
+1,522
| New | +$36.2K | ﹤0.01% | 208 |
|
|
2024
Q1 | – | Sell |
-480
| Closed | -$11.2K | – | 415 |
|
|
2023
Q4 | $11.2K | Buy |
+480
| New | +$11.2K | ﹤0.01% | 262 |
|
|
2023
Q1 | – | Sell |
-11,822
| Closed | -$270K | – | 393 |
|
|
2022
Q4 | $270K | Buy |
+11,822
| New | +$270K | 0.05% | 61 |
|