Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $537K | Sell |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $634K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $233K | Buy |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q3 | $215K | Sell |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $210K | Buy |
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