SAI
Savvy Advisors Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,155
| Closed | -$245K | – | 476 |
|
|
2024
Q3 | $245K | Sell |
5,155
-1,102
| -18% | -$52.4K | 0.05% | 297 |
|
|
2024
Q2 | $285K | Buy |
6,257
+1,492
| +31% | +$68K | 0.09% | 219 |
|
|
2024
Q1 | $219K | Hold |
4,765
| – | – | 0.13% | 199 |
|
|
2023
Q4 | $222K | Buy |
+4,765
| New | +$222K | 0.22% | 138 |
|