OTA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $4.11M | Sell |
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|
2022
Q2 | $8.71M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $11.9M | Buy |
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|
2020
Q3 | $5.37M | Buy |
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|
2020
Q2 | $2.55M | Sell |
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|
2020
Q1 | $2.96M | Buy |
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