Novare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-66,960
| Closed | -$1.71M | – | 154 |
|
|
2018
Q1 | $1.71M | Buy |
66,960
+16,070
| +32% | +$410K | 0.3% | 88 |
|
|
2017
Q4 | $1.32M | Buy |
50,890
+26,622
| +110% | +$693K | 0.23% | 102 |
|
|
2017
Q3 | $635K | Sell |
24,268
-5,060
| -17% | -$132K | 0.11% | 115 |
|
|
2017
Q2 | $766K | Buy |
29,328
+10,272
| +54% | +$268K | 0.17% | 87 |
|
|
2017
Q1 | $493K | Buy |
+19,056
| New | +$493K | 0.11% | 93 |
|