Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,476
| Closed | -$257K | – | 287 |
|
|
2020
Q1 | $257K | Sell |
9,476
-80
| -0.8% | -$2.17K | 0.04% | 124 |
|
|
2019
Q4 | $255K | Sell |
9,556
-924
| -9% | -$24.7K | 0.04% | 121 |
|
|
2019
Q3 | $282K | Buy |
10,480
+730
| +7% | +$19.6K | 0.05% | 109 |
|
|
2019
Q2 | $258K | Sell |
9,750
-2,110
| -18% | -$55.8K | 0.04% | 107 |
|
|
2019
Q1 | $308K | Buy |
11,860
+1,654
| +16% | +$43K | 0.06% | 100 |
|
|
2018
Q4 | $258K | Sell |
10,206
-890
| -8% | -$22.5K | 0.06% | 104 |
|
|
2018
Q3 | $279K | Buy |
11,096
+1,876
| +20% | +$47.2K | 0.07% | 93 |
|
|
2018
Q2 | $233K | Buy |
9,220
+440
| +5% | +$11.1K | 0.06% | 104 |
|
|
2018
Q1 | $224K | Buy |
+8,780
| New | +$224K | 0.06% | 104 |
|
|
2017
Q3 | – | Sell |
-8,626
| Closed | -$225K | – | 82 |
|
|
2017
Q2 | $225K | Buy |
+8,626
| New | +$225K | 0.09% | 62 |
|