Kays Financial Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $591K | Buy |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $11.2M | Buy |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $237K | Buy |
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|
2017
Q3 | $230K | Buy |
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