Money Concepts Capital’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
Q1 | – | Sell |
-3,848
| Closed | -$87.8K | – | 2469 |
|
|
2022
Q4 | $87.8K | Buy |
3,848
+768
| +25% | +$17.5K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $70K | Sell |
3,080
-16,084
| -84% | -$366K | ﹤0.01% | 643 |
|
|
2022
Q2 | $461K | Sell |
19,164
-2,622
| -12% | -$63.1K | 0.04% | 291 |
|
|
2022
Q1 | $551K | Buy |
21,786
+576
| +3% | +$14.6K | 0.03% | 413 |
|
|
2021
Q4 | $572K | Buy |
+21,210
| New | +$572K | 0.05% | 284 |
|
|
2021
Q1 | $625K | Sell |
23,180
-2,346
| -9% | -$63.3K | 0.05% | 279 |
|
|
2020
Q4 | $715K | Buy |
+25,526
| New | +$715K | 0.07% | 237 |
|