MIM
Macroview Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-475
| Closed | -$22.2K | – | 687 |
|
|
2023
Q4 | $22.2K | Buy |
475
+5
| +1% | +$233 | 0.03% | 180 |
|
|
2023
Q3 | $20.8K | Buy |
470
+4
| +0.9% | +$177 | 0.03% | 164 |
|
|
2023
Q2 | $21.5K | Sell |
466
-272
| -37% | -$12.5K | 0.03% | 130 |
|
|
2023
Q1 | $34.6K | Buy |
738
+3
| +0.4% | +$141 | 0.06% | 100 |
|
|
2022
Q4 | $33.5K | Buy |
735
+7
| +1% | +$319 | 0.06% | 100 |
|
|
2022
Q3 | $33K | Buy |
728
+5
| +0.7% | +$227 | 0.06% | 95 |
|
|
2022
Q2 | $35K | Buy |
723
+4
| +0.6% | +$194 | 0.06% | 105 |
|
|
2022
Q1 | $36K | Buy |
719
+2
| +0.3% | +$100 | 0.05% | 111 |
|
|
2021
Q4 | $39K | Buy |
717
+5
| +0.7% | +$272 | 0.05% | 104 |
|
|
2021
Q3 | $39K | Buy |
712
+4
| +0.6% | +$219 | 0.05% | 101 |
|
|
2021
Q2 | $39K | Buy |
708
+4
| +0.6% | +$220 | 0.05% | 101 |
|
|
2021
Q1 | $38K | Buy |
704
+3
| +0.4% | +$162 | 0.05% | 98 |
|
|
2020
Q4 | $39K | Buy |
701
+5
| +0.7% | +$278 | 0.06% | 96 |
|
|
2020
Q3 | $39K | Sell |
696
-299
| -30% | -$16.8K | 0.07% | 88 |
|
|
2020
Q2 | $56K | Sell |
995
-125
| -11% | -$7.04K | 0.12% | 64 |
|
|
2020
Q1 | $61K | Sell |
1,120
-415
| -27% | -$22.6K | 0.13% | 59 |
|
|
2019
Q4 | $82K | Hold |
1,535
| – | – | 0.17% | 55 |
|
|
2019
Q3 | $83K | Hold |
1,535
| – | – | 0.18% | 54 |
|
|
2019
Q2 | $81K | Hold |
1,535
| – | – | 0.21% | 61 |
|
|
2019
Q1 | $80K | Hold |
1,535
| – | – | 0.2% | 63 |
|
|
2018
Q4 | $78K | Hold |
1,535
| – | – | 0.25% | 56 |
|
|
2018
Q3 | $77K | Hold |
1,535
| – | – | 0.24% | 58 |
|
|
2018
Q2 | $78K | Hold |
1,535
| – | – | 0.27% | 46 |
|
|
2018
Q1 | $78K | Hold |
1,535
| – | – | 0.28% | 41 |
|
|
2017
Q4 | $80K | Hold |
1,535
| – | – | 0.38% | 36 |
|
|
2017
Q3 | $80K | Hold |
1,535
| – | – | 0.4% | 35 |
|
|
2017
Q2 | $80K | Hold |
1,535
| – | – | 0.43% | 26 |
|
|
2017
Q1 | $79K | Buy |
1,535
+715
| +87% | +$36.8K | 0.46% | 23 |
|
|
2016
Q4 | $42K | Hold |
820
| – | – | 0.23% | 35 |
|
|
2016
Q3 | $44K | Buy |
+820
| New | +$44K | 0.2% | 35 |
|