Homrich & Berg’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $716K | Sell |
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|
2021
Q1 | $995K | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $872K | Sell |
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|
2020
Q2 | $877K | Buy |
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|
2020
Q1 | $705K | Sell |
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|
2019
Q4 | $987K | Buy |
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|
2019
Q3 | $953K | Sell |
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|
2019
Q2 | $946K | Sell |
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|
2019
Q1 | $996K | Sell |
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|
2018
Q4 | $4.33M | Buy |
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|
2018
Q3 | $535K | Sell |
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|
2018
Q2 | $676K | Sell |
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|
2018
Q1 | $947K | Sell |
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|
2017
Q4 | $2.36M | Buy |
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|
2017
Q3 | $996K | Buy |
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|
2017
Q2 | $919K | Sell |
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|
2017
Q1 | $1.13M | Sell |
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|
2016
Q4 | $7.16M | Buy |
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|
2016
Q3 | $1.24M | Sell |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $1.58M | Sell |
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|
2015
Q3 | $1.71M | Sell |
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|
2015
Q2 | $2.23M | Sell |
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|
2015
Q1 | $2.59M | Sell |
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|
2014
Q4 | $5.65M | Sell |
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|
2014
Q3 | $17.1M | Buy |
|