Orgel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,582
| Closed | -$231K | – | 69 |
|
|
2021
Q4 | $231K | Hold |
8,582
| – | – | 0.02% | 59 |
|
|
2021
Q3 | $233K | Hold |
8,582
| – | – | 0.03% | 53 |
|
|
2021
Q2 | $234K | Hold |
8,582
| – | – | 0.03% | 52 |
|
|
2021
Q1 | $231K | Hold |
8,582
| – | – | 0.03% | 51 |
|
|
2020
Q4 | $240K | Hold |
8,582
| – | – | 0.05% | 46 |
|
|
2020
Q3 | $241K | Hold |
8,582
| – | – | 0.07% | 44 |
|
|
2020
Q2 | $241K | Hold |
8,582
| – | – | 0.09% | 39 |
|
|
2020
Q1 | $233K | Hold |
8,582
| – | – | 0.09% | 33 |
|
|
2019
Q4 | $229K | Hold |
8,582
| – | – | 0.06% | 46 |
|
|
2019
Q3 | $231K | Buy |
+8,582
| New | +$231K | 0.09% | 39 |
|