Sandy Spring Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,230
| Closed | -$29.2K | – | 1274 |
|
|
2024
Q3 | $29.2K | Buy |
+1,230
| New | +$29.2K | ﹤0.01% | 696 |
|
|
2017
Q2 | – | Sell |
-1,914
| Closed | -$50K | – | 861 |
|
|
2017
Q1 | $50K | Hold |
1,914
| – | – | 0.01% | 448 |
|
|
2016
Q4 | $49K | Hold |
1,914
| – | – | 0.01% | 443 |
|
|
2016
Q3 | $51K | Hold |
1,914
| – | – | 0.01% | 428 |
|
|
2016
Q2 | $51K | Hold |
1,914
| – | – | 0.01% | 433 |
|
|
2016
Q1 | $51K | Hold |
1,914
| – | – | 0.01% | 439 |
|
|
2015
Q4 | $49K | Hold |
1,914
| – | – | 0.01% | 427 |
|
|
2015
Q3 | $50K | Hold |
1,914
| – | – | 0.01% | 441 |
|
|
2015
Q2 | $50K | Hold |
1,914
| – | – | 0.01% | 456 |
|
|
2015
Q1 | $51K | Buy |
+1,914
| New | +$51K | 0.01% | 449 |
|