IDA
Intelligence Driven Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,385
| Closed | -$452K | – | 94 |
|
|
2021
Q1 | $452K | Sell |
8,385
-582
| -6% | -$31.4K | 0.1% | 55 |
|
|
2020
Q4 | $502K | Sell |
8,967
-23
| -0.3% | -$1.29K | 0.11% | 64 |
|
|
2020
Q3 | $504K | Sell |
8,990
-8,945
| -50% | -$501K | 0.12% | 50 |
|
|
2020
Q2 | $1.01M | Buy |
17,935
+649
| +4% | +$36.5K | 0.36% | 44 |
|
|
2020
Q1 | $938K | Sell |
17,286
-7,008
| -29% | -$380K | 0.43% | 42 |
|
|
2019
Q4 | $1.3M | Sell |
24,294
-2,173
| -8% | -$116K | 0.59% | 34 |
|
|
2019
Q3 | $1.43M | Sell |
26,467
-10,883
| -29% | -$586K | 0.67% | 30 |
|
|
2019
Q2 | $1.98M | Sell |
37,350
-3,395
| -8% | -$180K | 0.94% | 30 |
|
|
2019
Q1 | $2.11M | Buy |
40,745
+3,689
| +10% | +$191K | 1.16% | 25 |
|
|
2018
Q4 | $1.88M | Buy |
+37,056
| New | +$1.88M | 1.19% | 27 |
|