PS
Planned Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26
| Closed | -$1.24K | – | 540 |
|
|
2024
Q3 | $1.24K | Buy |
+26
| New | +$1.24K | ﹤0.01% | 576 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$1.21K | – | 469 |
|
|
2023
Q4 | $1.21K | Buy |
+26
| New | +$1.21K | ﹤0.01% | 527 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$2K | – | 344 |
|
|
2020
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 315 |
|