Next Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $489K | Buy |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $167K | Buy |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $15K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $20K | Hold |
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $20K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $20K | Buy |
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