Kades & Cheifetz’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
Q4 | $2.29M | Buy |
100,804
+7,260
| +8% | +$165K | 1.17% | 26 |
|
|
2024
Q3 | $2.22M | Sell |
93,544
-2,566
| -3% | -$61K | 1.27% | 21 |
|
|
2024
Q2 | $2.19M | Sell |
96,110
-2,556
| -3% | -$58.3K | 1.38% | 22 |
|
|
2024
Q1 | $2.27M | Buy |
98,666
+868
| +0.9% | +$20K | 1.45% | 19 |
|
|
2023
Q4 | $2.28M | Sell |
97,798
-2,724
| -3% | -$63.5K | 1.62% | 18 |
|
|
2023
Q3 | $2.22M | Buy |
100,522
+5,392
| +6% | +$119K | 1.76% | 16 |
|
|
2023
Q2 | $2.2M | Sell |
95,130
-3,482
| -4% | -$80.4K | 1.68% | 16 |
|
|
2023
Q1 | $2.31M | Sell |
98,612
-9,174
| -9% | -$215K | 1.82% | 16 |
|
|
2022
Q4 | $2.46M | Buy |
+107,786
| New | +$2.46M | 2.06% | 14 |
|