Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-36,856
| Closed | -$933K | – | 79 |
|
|
2018
Q2 | $933K | Sell |
36,856
-1,500
| -4% | -$38K | 0.59% | 42 |
|
|
2018
Q1 | $978K | Hold |
38,356
| – | – | 0.59% | 42 |
|
|
2017
Q4 | $998K | Buy |
38,356
+3,374
| +10% | +$87.8K | 0.6% | 42 |
|
|
2017
Q3 | $915K | Buy |
34,982
+3,650
| +12% | +$95.5K | 0.58% | 46 |
|
|
2017
Q2 | $818K | Buy |
31,332
+920
| +3% | +$24K | 0.54% | 48 |
|
|
2017
Q1 | $787K | Sell |
30,412
-4,116
| -12% | -$107K | 0.51% | 50 |
|
|
2016
Q4 | $889K | Sell |
34,528
-5,858
| -15% | -$151K | 0.6% | 48 |
|
|
2016
Q3 | $1.08M | Sell |
40,386
-1,126
| -3% | -$30.2K | 0.67% | 45 |
|
|
2016
Q2 | $1.12M | Sell |
41,512
-2,340
| -5% | -$62.9K | 0.69% | 44 |
|
|
2016
Q1 | $1.16M | Sell |
43,852
-1,800
| -4% | -$47.5K | 0.75% | 44 |
|
|
2015
Q4 | $1.18M | Sell |
45,652
-6,580
| -13% | -$169K | 0.77% | 43 |
|
|
2015
Q3 | $1.36M | Sell |
52,232
-990
| -2% | -$25.8K | 0.89% | 34 |
|
|
2015
Q2 | $1.38M | Sell |
53,222
-5,760
| -10% | -$149K | 0.82% | 38 |
|
|
2015
Q1 | $1.56M | Sell |
58,982
-3,590
| -6% | -$95K | 0.94% | 38 |
|
|
2014
Q4 | $1.64M | Sell |
62,572
-2,660
| -4% | -$69.6K | 0.93% | 35 |
|
|
2014
Q3 | $1.69M | Sell |
65,232
-2,910
| -4% | -$75.3K | 0.88% | 35 |
|
|
2014
Q2 | $1.77M | Sell |
68,142
-4,110
| -6% | -$107K | 0.9% | 36 |
|
|
2014
Q1 | $1.85M | Sell |
72,252
-17,406
| -19% | -$445K | 1.01% | 29 |
|
|
2013
Q4 | $2.25M | Sell |
89,658
-8,098
| -8% | -$204K | 1.69% | 18 |
|
|
2013
Q3 | $2.48M | Sell |
97,756
-46,548
| -32% | -$1.18M | 2.16% | 12 |
|
|
2013
Q2 | $3.65M | Buy |
+144,304
| New | +$3.65M | 3% | 8 |
|