Householder Group Estate & Retirement Specialist’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 |
-2,334
| Closed | -$55K | – | 1088 |
|
|
2024
Q3 | $55K | Buy |
2,334
+40
| +2% | +$943 | 0.02% | 468 |
|
|
2024
Q2 | $52K | Hold |
2,294
| – | – | 0.01% | 467 |
|
|
2024
Q1 | $52.8K | Buy |
2,294
+2
| +0.1% | +$46 | 0.02% | 461 |
|
|
2023
Q4 | $53K | Hold |
2,292
| – | – | 0.02% | 451 |
|
|
2023
Q3 | $50.7K | Buy |
+2,292
| New | +$50.7K | 0.02% | 442 |
|
|
2023
Q1 | $54K | Buy |
+2,292
| New | +$54K | 0.02% | 429 |
|