RDFA
Ritter Daniher Financial Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$388 | – | 341 |
|
|
2023
Q1 | $388 | Hold |
8
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $375 | Buy |
+8
| New | +$375 | ﹤0.01% | 279 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | – | – | 262 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 216 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 211 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 199 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 188 |
|