SWM
Selective Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-65
| Closed | -$3K | – | 618 |
|
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 646 |
|
|
2022
Q2 | $3K | Buy |
65
+1
| +2% | +$46 | ﹤0.01% | 677 |
|
|
2022
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 643 |
|
|
2021
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 591 |
|
|
2021
Q3 | $3K | Buy |
64
+1
| +2% | +$47 | ﹤0.01% | 528 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $4K | Buy |
63
+1
| +2% | +$63 | ﹤0.01% | 308 |
|
|
2020
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 256 |
|
|
2020
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 357 |
|
|
2020
Q1 | $3K | Buy |
62
+1
| +2% | +$48 | ﹤0.01% | 252 |
|
|
2019
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 269 |
|
|
2019
Q3 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 272 |
|