Security National Bank of So Dak’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,538
| Closed | -$257K | – | 109 |
|
|
2021
Q4 | $257K | Hold |
9,538
| – | – | 0.17% | 87 |
|
|
2021
Q3 | $259K | Buy |
+9,538
| New | +$259K | 0.2% | 86 |
|
|
2021
Q2 | – | Sell |
-8,252
| Closed | -$223K | – | 110 |
|
|
2021
Q1 | $223K | Hold |
8,252
| – | – | 0.19% | 89 |
|
|
2020
Q4 | $231K | Hold |
8,252
| – | – | 0.2% | 82 |
|
|
2020
Q3 | $231K | Hold |
8,252
| – | – | 0.23% | 78 |
|
|
2020
Q2 | $232K | Hold |
8,252
| – | – | 0.26% | 70 |
|
|
2020
Q1 | $224K | Sell |
8,252
-1,098
| -12% | -$29.8K | 0.3% | 64 |
|
|
2019
Q4 | $250K | Buy |
9,350
+106
| +1% | +$2.83K | 0.25% | 73 |
|
|
2019
Q3 | $249K | Buy |
+9,244
| New | +$249K | 0.29% | 70 |
|