Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-548
| Closed | -$15K | – | 923 |
|
|
2021
Q3 | $15K | Hold |
548
| – | – | 0.01% | 726 |
|
|
2021
Q2 | $15K | Buy |
548
+14
| +3% | +$383 | 0.01% | 572 |
|
|
2021
Q1 | $14K | Hold |
534
| – | – | 0.01% | 532 |
|
|
2020
Q4 | $14K | Hold |
534
| – | – | 0.01% | 529 |
|
|
2020
Q3 | $15K | Hold |
534
| – | – | 0.01% | 453 |
|
|
2020
Q2 | $15K | Hold |
534
| – | – | 0.01% | 424 |
|
|
2020
Q1 | $14K | Hold |
534
| – | – | 0.01% | 416 |
|
|
2019
Q4 | $14K | Sell |
534
-4,264
| -89% | -$112K | 0.01% | 481 |
|
|
2019
Q3 | $129K | Buy |
4,798
+4,272
| +812% | +$115K | 0.12% | 126 |
|
|
2019
Q2 | $14K | Hold |
526
| – | – | 0.01% | 468 |
|
|
2019
Q1 | $13K | Hold |
526
| – | – | 0.01% | 399 |
|
|
2018
Q4 | $13K | Buy |
+526
| New | +$13K | 0.01% | 387 |
|