M&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.51K | Hold |
190
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $4.33K | Hold |
190
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $4.37K | Hold |
190
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $4.43K | Hold |
190
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $4.2K | Sell |
190
-530
| -74% | -$11.7K | ﹤0.01% | 481 |
|
|
2023
Q2 | $16.6K | Hold |
720
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $16.9K | Hold |
720
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $16.4K | Hold |
720
| – | – | ﹤0.01% | 311 |
|
|
2022
Q3 | $16K | Buy |
720
+508
| +240% | +$11.3K | ﹤0.01% | 295 |
|
|
2022
Q2 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 376 |
|