Hurlow Wealth Management Group’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 |
-14,706
| Closed | -$372K | – | 97 |
|
|
2022
Q1 | $372K | Sell |
14,706
-5,766
| -28% | -$146K | 0.23% | 65 |
|
|
2021
Q4 | $570K | Buy |
20,472
+2,100
| +11% | +$58.5K | 0.45% | 37 |
|
|
2021
Q3 | $498K | Sell |
18,372
-178
| -1% | -$4.83K | 0.3% | 50 |
|
|
2021
Q2 | $506K | Sell |
18,550
-1,754
| -9% | -$47.8K | 0.33% | 49 |
|
|
2021
Q1 | $548K | Sell |
20,304
-232
| -1% | -$6.26K | 0.4% | 44 |
|
|
2020
Q4 | $575K | Sell |
20,536
-2,200
| -10% | -$61.6K | 0.45% | 39 |
|
|
2020
Q3 | $638K | Sell |
22,736
-3,362
| -13% | -$94.3K | 0.58% | 29 |
|
|
2020
Q2 | $735K | Sell |
26,098
-75,590
| -74% | -$2.13M | 0.71% | 25 |
|
|
2020
Q1 | $2.83M | Sell |
101,688
-15,480
| -13% | -$431K | 3.03% | 10 |
|
|
2019
Q4 | $3.15M | Sell |
117,168
-13,790
| -11% | -$371K | 3.09% | 11 |
|
|
2019
Q3 | $3.52M | Buy |
130,958
+13,188
| +11% | +$354K | 3.74% | 8 |
|
|
2019
Q2 | $3.11M | Buy |
117,770
+16,226
| +16% | +$428K | 3.27% | 10 |
|
|
2019
Q1 | $2.63M | Buy |
101,544
+1,018
| +1% | +$26.3K | 2.82% | 13 |
|
|
2018
Q4 | $2.55M | Buy |
+100,526
| New | +$2.55M | 3.08% | 12 |
|