KKAMG
Kernodle & Katon Asset Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.6M | Sell |
127,364
-6,094
| -5% | -$316K | 3.95% | 3 |
|
|
2016
Q4 | $6.87M | Sell |
133,458
-9,090
| -6% | -$468K | 4.12% | 3 |
|
|
2016
Q3 | $7.65M | Sell |
142,548
-660
| -0.5% | -$35.4K | 4.76% | 3 |
|
|
2016
Q2 | $7.69M | Sell |
143,208
-3,656
| -2% | -$196K | 7.11% | 3 |
|
|
2016
Q1 | $7.76M | Sell |
146,864
-7,896
| -5% | -$417K | 7.35% | 3 |
|
|
2015
Q4 | $7.97M | Buy |
+154,760
| New | +$7.97M | 7.64% | 4 |
|