Rinkey Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,896
| Closed | -$396K | – | 66 |
|
|
2023
Q3 | $396K | Buy |
17,896
+2
| +0% | +$44 | 0.18% | 34 |
|
|
2023
Q2 | $413K | Sell |
17,894
-804
| -4% | -$18.6K | 0.19% | 38 |
|
|
2023
Q1 | $439K | Buy |
18,698
+68
| +0.4% | +$1.6K | 0.23% | 35 |
|
|
2022
Q4 | $425K | Hold |
18,630
| – | – | 0.25% | 32 |
|
|
2022
Q3 | $423K | Buy |
18,630
+300
| +2% | +$6.81K | 0.32% | 25 |
|
|
2022
Q2 | $448K | Buy |
18,330
+416
| +2% | +$10.2K | 0.4% | 23 |
|
|
2022
Q1 | $433K | Buy |
17,914
+158
| +0.9% | +$3.82K | 0.43% | 22 |
|
|
2021
Q4 | $471K | Buy |
+17,756
| New | +$471K | 0.43% | 25 |
|