HGWM
Harvest Group Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,018
| Closed | -$157K | – | 991 |
|
|
2019
Q1 | $157K | Sell |
3,018
-269,162
| -99% | -$14M | 0.14% | 45 |
|
|
2018
Q4 | $13.8M | Sell |
272,180
-519
| -0.2% | -$26.3K | 17.8% | 3 |
|
|
2018
Q3 | $13.7M | Buy |
272,699
+208,795
| +327% | +$10.5M | 9.56% | 6 |
|
|
2018
Q2 | $3.24M | Buy |
63,904
+15,424
| +32% | +$781K | 2.23% | 13 |
|
|
2018
Q1 | $2.47M | Buy |
48,480
+3,942
| +9% | +$201K | 1.67% | 13 |
|
|
2017
Q4 | $2.32M | Buy |
+44,538
| New | +$2.32M | 1.41% | 14 |
|