San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-800
| Closed | -$21K | – | 973 |
|
|
2019
Q4 | $21K | Hold |
800
| – | – | 0.01% | 474 |
|
|
2019
Q3 | $22K | Hold |
800
| – | – | 0.01% | 460 |
|
|
2019
Q2 | $21K | Hold |
800
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $21K | Hold |
800
| – | – | 0.01% | 479 |
|
|
2018
Q4 | $20K | Hold |
800
| – | – | 0.01% | 470 |
|
|
2018
Q3 | $20K | Hold |
800
| – | – | 0.01% | 496 |
|
|
2018
Q2 | $20K | Hold |
800
| – | – | 0.01% | 497 |
|
|
2018
Q1 | $20K | Buy |
+800
| New | +$20K | 0.01% | 585 |
|