Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 930 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 879 |
|
|
2021
Q4 | – | Sell |
-38
| Closed | -$1K | – | 1096 |
|
|
2021
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 901 |
|
|
2021
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 916 |
|
|
2020
Q2 | – | Sell |
-4,056
| Closed | -$110K | – | 855 |
|
|
2020
Q1 | $110K | Buy |
4,056
+704
| +21% | +$19.1K | 0.05% | 183 |
|
|
2019
Q4 | $90K | Buy |
+3,352
| New | +$90K | 0.03% | 239 |
|
|
2019
Q2 | – | Sell |
-6,136
| Closed | -$159K | – | 834 |
|
|
2019
Q1 | $159K | Buy |
6,136
+5,756
| +1,515% | +$149K | 0.05% | 174 |
|
|
2018
Q4 | $10K | Buy |
+380
| New | +$10K | ﹤0.01% | 504 |
|
|
2018
Q1 | – | Sell |
-2,248
| Closed | -$58K | – | 1002 |
|
|
2017
Q4 | $58K | Buy |
+2,248
| New | +$58K | 0.03% | 310 |
|