Kelly Financial Services’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
Q3 | – | Sell |
-1,104
| Closed | -$25.2K | – | 636 |
|
|
2024
Q2 | $25.2K | Buy |
1,104
+32
| +3% | +$729 | 0.01% | 302 |
|
|
2024
Q1 | $24.6K | Buy |
1,072
+56
| +6% | +$1.29K | 0.01% | 301 |
|
|
2023
Q4 | $23.7K | Sell |
1,016
-190
| -16% | -$4.43K | 0.01% | 285 |
|
|
2023
Q3 | $26.7K | Buy |
1,206
+10
| +0.8% | +$221 | 0.01% | 250 |
|
|
2023
Q2 | $27.6K | Buy |
1,196
+254
| +27% | +$5.86K | 0.01% | 252 |
|
|
2023
Q1 | $22.1K | Buy |
942
+358
| +61% | +$8.39K | 0.01% | 268 |
|
|
2022
Q4 | $13.3K | Buy |
584
+258
| +79% | +$5.88K | 0.01% | 302 |
|
|
2022
Q3 | $7.36K | Buy |
326
+244
| +298% | +$5.51K | ﹤0.01% | 353 |
|
|
2022
Q2 | $1.96K | Buy |
+82
| New | +$1.96K | ﹤0.01% | 504 |
|