Lake Street Advisors Group’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 | $202K | Buy |
8,891
+117
| +1% | +$2.66K | 0.01% | 564 |
|
|
2024
Q3 | $208K | Buy |
+8,774
| New | +$208K | 0.01% | 553 |
|
|
2021
Q3 | – | Sell |
-7,690
| Closed | -$210K | – | 387 |
|
|
2021
Q2 | $210K | Buy |
7,690
+70
| +0.9% | +$1.91K | 0.02% | 303 |
|
|
2021
Q1 | $206K | Buy |
7,620
+28
| +0.4% | +$757 | 0.02% | 305 |
|
|
2020
Q4 | $213K | Buy |
7,592
+234
| +3% | +$6.57K | 0.02% | 287 |
|
|
2020
Q3 | $206K | Buy |
7,358
+218
| +3% | +$6.1K | 0.02% | 265 |
|
|
2020
Q2 | $201K | Buy |
+7,140
| New | +$201K | 0.02% | 258 |
|
|
2020
Q1 | – | Sell |
-8,528
| Closed | -$228K | – | 281 |
|
|
2019
Q4 | $228K | Buy |
8,528
+74
| +0.9% | +$1.98K | 0.02% | 226 |
|
|
2019
Q3 | $228K | Sell |
8,454
-90
| -1% | -$2.43K | 0.02% | 196 |
|
|
2019
Q2 | $226K | Buy |
8,544
+64
| +0.8% | +$1.69K | 0.02% | 189 |
|
|
2019
Q1 | $220K | Buy |
+8,480
| New | +$220K | 0.02% | 199 |
|