HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,080
| Closed | -$457K | – | 358 |
|
|
2022
Q1 | $457K | Sell |
18,080
-950
| -5% | -$24K | 0.27% | 70 |
|
|
2021
Q4 | $513K | Hold |
19,030
| – | – | 0.29% | 69 |
|
|
2021
Q3 | $516K | Hold |
19,030
| – | – | 0.31% | 66 |
|
|
2021
Q2 | $520K | Hold |
19,030
| – | – | 0.3% | 67 |
|
|
2021
Q1 | $513K | Hold |
19,030
| – | – | 0.31% | 65 |
|
|
2020
Q4 | $533K | Hold |
19,030
| – | – | 0.34% | 61 |
|
|
2020
Q3 | $534K | Buy |
+19,030
| New | +$534K | 0.38% | 62 |
|