IA
Integrity Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.03M | Sell |
44,374
-21,911
| -33% | -$1M | 1.86% | 14 |
|
|
2022
Q3 | $3M | Sell |
66,285
-87
| -0.1% | -$3.94K | 2.79% | 7 |
|
|
2022
Q2 | $3.18M | Buy |
66,372
+28,580
| +76% | +$1.37M | 3.11% | 8 |
|
|
2022
Q1 | $1.91M | Buy |
+37,792
| New | +$1.91M | 1.88% | 14 |
|