Human Investing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,894
| Closed | -$105K | – | 256 |
|
|
2021
Q1 | $105K | Buy |
3,894
+276
| +8% | +$7.44K | 0.03% | 127 |
|
|
2020
Q4 | $101K | Buy |
3,618
+138
| +4% | +$3.85K | 0.03% | 140 |
|
|
2020
Q3 | $98K | Buy |
3,480
+144
| +4% | +$4.06K | 0.03% | 126 |
|
|
2020
Q2 | $94K | Buy |
3,336
+290
| +10% | +$8.17K | 0.03% | 131 |
|
|
2020
Q1 | $83K | Sell |
3,046
-1,282
| -30% | -$34.9K | 0.04% | 123 |
|
|
2019
Q4 | $116K | Buy |
4,328
+256
| +6% | +$6.86K | 0.04% | 148 |
|
|
2019
Q3 | $110K | Buy |
4,072
+296
| +8% | +$8K | 0.04% | 137 |
|
|
2019
Q2 | $100K | Buy |
3,776
+96
| +3% | +$2.54K | 0.04% | 160 |
|
|
2019
Q1 | $95K | Buy |
3,680
+114
| +3% | +$2.94K | 0.04% | 153 |
|
|
2018
Q4 | $90K | Buy |
+3,566
| New | +$90K | 0.04% | 161 |
|