Miracle Mile Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,318
| Closed | -$228K | – | 524 |
|
2023
Q3 | $228K | Buy |
10,318
+18
| +0.2% | +$398 | 0.01% | 439 |
|
2023
Q2 | $238K | Sell |
10,300
-2,632
| -20% | -$60.8K | 0.01% | 448 |
|
2023
Q1 | $303K | Buy |
12,932
+620
| +5% | +$14.5K | 0.01% | 428 |
|
2022
Q4 | $281K | Buy |
12,312
+1,042
| +9% | +$23.8K | 0.01% | 432 |
|
2022
Q3 | $255K | Sell |
11,270
-5,078
| -31% | -$115K | 0.01% | 382 |
|
2022
Q2 | $391K | Buy |
16,348
+3,724
| +29% | +$89.1K | 0.02% | 337 |
|
2022
Q1 | $319K | Buy |
12,624
+958
| +8% | +$24.2K | 0.01% | 379 |
|
2021
Q4 | $314K | Buy |
+11,666
| New | +$314K | 0.01% | 362 |
|