Resource Planning 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
Q4 | $720K | Sell |
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2023
Q3 | $804K | Sell |
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2023
Q2 | $840K | Sell |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $834K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $646K | Sell |
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|
2021
Q2 | $680K | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $762K | Sell |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $818K | Sell |
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|
2020
Q1 | $969K | Sell |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.53M | Sell |
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|
2018
Q3 | $1.81M | Buy |
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