KB Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $42K | Hold |
1,884
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $43K | Buy |
+1,884
| New | +$43K | 0.01% | 282 |
|
|
2023
Q1 | – | Sell |
-764
| Closed | -$17K | – | 605 |
|
|
2022
Q4 | $17K | Buy |
764
+8
| +1% | +$178 | 0.01% | 361 |
|
|
2022
Q3 | $17K | Buy |
756
+4
| +0.5% | +$90 | 0.01% | 348 |
|
|
2022
Q2 | $18K | Buy |
752
+4
| +0.5% | +$96 | 0.01% | 340 |
|
|
2022
Q1 | $19K | Buy |
748
+4
| +0.5% | +$102 | 0.01% | 362 |
|
|
2021
Q4 | $20K | Buy |
+744
| New | +$20K | 0.01% | 369 |
|
|
2021
Q3 | – | Sell |
-734
| Closed | -$20K | – | 498 |
|
|
2021
Q2 | $20K | Buy |
734
+4
| +0.5% | +$109 | 0.01% | 351 |
|
|
2021
Q1 | $20K | Buy |
+730
| New | +$20K | 0.01% | 364 |
|