Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $64K | Sell |
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|
2020
Q3 | $85K | Buy |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $58K | Sell |
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|
2019
Q3 | $140K | Buy |
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|
2019
Q2 | $119K | Hold |
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|
2019
Q1 | $116K | Sell |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $248K | Sell |
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|
2018
Q1 | $256K | Sell |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $256K | Hold |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $263K | Buy |
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|
2016
Q1 | $178K | Buy |
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