Market Street Wealth Management Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $625K | Sell |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $785K | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $842K | Buy |
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|
2019
Q4 | $582K | Buy |
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|
2019
Q3 | $560K | Buy |
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|
2019
Q2 | $514K | Buy |
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|
2019
Q1 | $492K | Buy |
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|
2018
Q4 | $304K | Buy |
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