Ruggie Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-202
| Closed | -$5K | – | 405 |
|
|
2018
Q4 | $5K | Buy |
+202
| New | +$5K | ﹤0.01% | 378 |
|
|
2018
Q2 | – | Sell |
-15,818
| Closed | -$404K | – | 349 |
|
|
2018
Q1 | $404K | Buy |
+15,818
| New | +$404K | 0.22% | 63 |
|
|
2015
Q1 | – | Sell |
-1,160
| Closed | -$30K | – | 329 |
|
|
2014
Q4 | $30K | Buy |
+1,160
| New | +$30K | 0.03% | 100 |
|