Maltin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,142
| Closed | -$585K | – | 129 |
|
|
2022
Q1 | $585K | Sell |
23,142
-11,870
| -34% | -$300K | 0.39% | 71 |
|
|
2021
Q4 | $944K | Buy |
35,012
+242
| +0.7% | +$6.53K | 0.57% | 52 |
|
|
2021
Q3 | $943K | Buy |
34,770
+182
| +0.5% | +$4.94K | 0.58% | 47 |
|
|
2021
Q2 | $944K | Buy |
34,588
+188
| +0.5% | +$5.13K | 0.57% | 47 |
|
|
2021
Q1 | $928K | Buy |
34,400
+128
| +0.4% | +$3.45K | 0.6% | 46 |
|
|
2020
Q4 | $960K | Buy |
34,272
+260
| +0.8% | +$7.28K | 0.67% | 41 |
|
|
2020
Q3 | $954K | Sell |
34,012
-7,752
| -19% | -$217K | 0.68% | 41 |
|
|
2020
Q2 | $1.17M | Sell |
41,764
-3,736
| -8% | -$105K | 0.89% | 35 |
|
|
2020
Q1 | $1.24M | Buy |
+45,500
| New | +$1.24M | 1.05% | 31 |
|