Leo H. Evart Inc’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 | $626K | Buy |
28,322
+76
| +0.3% | +$1.68K | 0.96% | 20 |
|
|
2023
Q2 | $652K | Buy |
28,246
+452
| +2% | +$10.4K | 0.9% | 20 |
|
|
2023
Q1 | $652K | Buy |
27,794
+1,262
| +5% | +$29.6K | 0.95% | 20 |
|
|
2022
Q4 | $606K | Buy |
26,532
+10,164
| +62% | +$232K | 0.92% | 18 |
|
|
2022
Q3 | $371K | Sell |
16,368
-3,512
| -18% | -$79.6K | 0.56% | 25 |
|
|
2022
Q2 | $476K | Buy |
19,880
+116
| +0.6% | +$2.78K | 0.58% | 23 |
|
|
2022
Q1 | $500K | Buy |
19,764
+3,678
| +23% | +$93K | 0.52% | 25 |
|
|
2021
Q4 | $434K | Buy |
+16,086
| New | +$434K | 0.42% | 27 |
|