Paracle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $418K | Hold |
15,524
| – | – | 0.08% | 72 |
|
|
2020
Q4 | $434K | Buy |
15,524
+988
| +7% | +$27.6K | 0.08% | 75 |
|
|
2020
Q3 | $407K | Buy |
14,536
+8
| +0.1% | +$224 | 0.09% | 71 |
|
|
2020
Q2 | $408K | Buy |
+14,528
| New | +$408K | 0.1% | 69 |
|
|
2018
Q1 | – | Sell |
-9,354
| Closed | -$243K | – | 48 |
|
|
2017
Q4 | $243K | Sell |
9,354
-1,702
| -15% | -$44.2K | 0.08% | 42 |
|
|
2017
Q3 | $289K | Buy |
11,056
+16
| +0.1% | +$418 | 0.1% | 42 |
|
|
2017
Q2 | $288K | Buy |
11,040
+786
| +8% | +$20.5K | 0.11% | 38 |
|
|
2017
Q1 | $265K | Buy |
10,254
+1,292
| +14% | +$33.4K | 0.1% | 44 |
|
|
2016
Q4 | $230K | Buy |
+8,962
| New | +$230K | 0.09% | 47 |
|