Granite Bay Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-144,932
| Closed | -$3.25M | – | 252 |
|
|
2023
Q4 | $3.25M | Buy |
144,932
+23,594
| +19% | +$528K | 0.03% | 135 |
|
|
2023
Q3 | $2.75M | Buy |
+121,338
| New | +$2.75M | 0.03% | 152 |
|
|
2022
Q2 | – | Sell |
-10,136
| Closed | -$256K | – | 59 |
|
|
2022
Q1 | $256K | Sell |
10,136
-4,800
| -32% | -$121K | 0.21% | 53 |
|
|
2021
Q4 | $403K | Buy |
+14,936
| New | +$403K | 0.4% | 36 |
|