ICA Group Wealth Management’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
Q2 | – | Sell |
-2,278
| Closed | -$52.4K | – | 1227 |
|
|
2024
Q1 | $52.4K | Hold |
2,278
| – | – | 0.01% | 550 |
|
|
2023
Q4 | $53.1K | Buy |
+2,278
| New | +$53.1K | 0.01% | 504 |
|
|
2023
Q3 | – | Sell |
-2,616
| Closed | -$60.4K | – | 1035 |
|
|
2023
Q2 | $60.4K | Hold |
2,616
| – | – | 0.02% | 457 |
|
|
2023
Q1 | $61.4K | Hold |
2,616
| – | – | 0.01% | 437 |
|
|
2022
Q4 | $59.7K | Buy |
+2,616
| New | +$59.7K | 0.01% | 476 |
|