Leisure Capital Management’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 | – | Sell |
-13,670
| Closed | -$315K | – | 136 |
|
|
2023
Q2 | $315K | Hold |
13,670
| – | – | 0.17% | 109 |
|
|
2023
Q1 | $321K | Hold |
13,670
| – | – | 0.18% | 110 |
|
|
2022
Q4 | $312K | Sell |
13,670
-5,230
| -28% | -$119K | 0.16% | 119 |
|
|
2022
Q3 | $428K | Buy |
+18,900
| New | +$428K | 0.26% | 97 |
|
|
2019
Q1 | – | Sell |
-38,392
| Closed | -$971K | – | 134 |
|
|
2018
Q4 | $971K | Buy |
+38,392
| New | +$971K | 0.91% | 32 |
|