Rinet Company’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
Q3 | $204K | Buy |
7,516
+2
| +0% | +$54 | 0.04% | 83 |
|
2021
Q2 | $205K | Sell |
7,514
-1,546
| -17% | -$42.2K | 0.04% | 78 |
|
2021
Q1 | $244K | Buy |
9,060
+1,580
| +21% | +$42.6K | 0.05% | 68 |
|
2020
Q4 | $210K | Hold |
7,480
| – | – | 0.06% | 30 |
|
2020
Q3 | $210K | Hold |
7,480
| – | – | 0.07% | 28 |
|
2020
Q2 | $210K | Hold |
7,480
| – | – | 0.07% | 27 |
|
2020
Q1 | $203K | Buy |
+7,480
| New | +$203K | 0.08% | 25 |
|