McBroom & Associates’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
Q4
Sell
-10,050
Closed -$228K 37
2022
Q3
$228K Sell
10,050
-3,564
-26% -$80.9K 0.26% 34
2022
Q2
$326K Sell
13,614
-13,470
-50% -$323K 0.35% 25
2022
Q1
$685K Sell
27,084
-596
-2% -$15.1K 0.61% 25
2021
Q4
$746K Buy
+27,680
New +$746K 0.56% 25