SWM
Shakespeare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,853
| Closed | -$596K | – | 44 |
|
|
2018
Q3 | $596K | Sell |
11,853
-15,820
| -57% | -$795K | 0.46% | 27 |
|
|
2018
Q2 | $1.4M | Buy |
27,673
+9,129
| +49% | +$462K | 1.25% | 18 |
|
|
2018
Q1 | $946K | Sell |
18,544
-147
| -0.8% | -$7.5K | 0.82% | 22 |
|
|
2017
Q4 | $973K | Buy |
+18,691
| New | +$973K | 0.92% | 21 |
|