MKT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,412
| Closed | -$286K | – | 159 |
|
|
2023
Q4 | $286K | Sell |
12,412
-1,734
| -12% | -$40K | 0.19% | 102 |
|
|
2023
Q3 | $310K | Buy |
14,146
+544
| +4% | +$11.9K | 0.23% | 89 |
|
|
2023
Q2 | $312K | Buy |
13,602
+1,556
| +13% | +$35.7K | 0.22% | 90 |
|
|
2023
Q1 | $285K | Buy |
+12,046
| New | +$285K | 0.21% | 95 |
|