Moneywise Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Moneywise Inc’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,148	Closed	-$208K	–	63
2024 Q2	$208K	Sell	9,148 -6,002	-40%	-$137K	0.11%	56
2024 Q1	$348K	Sell	15,150 -2,406	-14%	-$55.3K	0.19%	50
2023 Q4	$409K	Sell	17,556 -1,298	-7%	-$30.3K	0.24%	38
2023 Q3	$417K	Buy	18,854 +32	+0.2%	+$708	0.26%	34
2023 Q2	$434K	Sell	18,822 -490	-3%	-$11.3K	0.27%	33
2023 Q1	$453K	Buy	19,312 +234	+1%	+$5.49K	0.29%	32
2022 Q4	$435K	Sell	19,078 -450	-2%	-$10.3K	0.33%	29
2022 Q3	$442K	Sell	19,528 -82	-0.4%	-$1.86K	0.36%	30
2022 Q2	$469K	Buy	19,610 +114	+0.6%	+$2.73K	0.37%	31
2022 Q1	$493K	Sell	19,496 -1,210	-6%	-$30.6K	0.32%	30
2021 Q4	$558K	Buy	20,706 +1,068	+5%	+$28.8K	0.36%	30
2021 Q3	$533K	Sell	19,638 -1,054	-5%	-$28.6K	0.35%	29
2021 Q2	$565K	Sell	20,692 -1,696	-8%	-$46.3K	0.39%	31
2021 Q1	$604K	Sell	22,388 -304	-1%	-$8.2K	0.41%	31
2020 Q4	$636K	Buy	22,692 +1,418	+7%	+$39.7K	0.45%	30
2020 Q3	$596K	Buy	21,274 +822	+4%	+$23K	0.47%	31
2020 Q2	$575K	Buy	20,452 +9,578	+88%	+$269K	0.46%	31
2020 Q1	$295K	Sell	10,874 -1,474	-12%	-$40K	0.26%	34
2019 Q4	$332K	Sell	12,348 -506	-4%	-$13.6K	0.25%	27
2019 Q3	$346K	Sell	12,854 -62	-0.5%	-$1.67K	0.28%	25
2019 Q2	$342K	Sell	12,916 -16,600	-56%	-$440K	0.26%	26
2019 Q1	$753K	Buy	29,516 +14,390	+95%	+$367K	0.64%	19
2018 Q4	$383K	Sell	15,126 -12,048	-44%	-$305K	0.36%	23
2018 Q3	$683K	Sell	27,174 -812	-3%	-$20.4K	0.58%	19
2018 Q2	$709K	Sell	27,986 -2,454	-8%	-$62.2K	0.61%	19
2018 Q1	$777K	Sell	30,440 -1,132	-4%	-$28.9K	0.65%	19
2017 Q4	$821K	Buy	31,572 +1,542	+5%	+$40.1K	0.61%	19
2017 Q3	$786K	Buy	30,030 +2,986	+11%	+$78.2K	0.62%	18
2017 Q2	$707K	Sell	27,044 -4,656	-15%	-$122K	0.6%	19
2017 Q1	$821K	Sell	31,700 -1,234	-4%	-$32K	0.74%	18
2016 Q4	$848K	Buy	32,934 +1,278	+4%	+$32.9K	0.84%	18
2016 Q3	$849K	Buy	+31,656	New	+$849K	0.9%	16