Silicon Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,738
| Closed | -$451K | – | 99 |
|
|
2022
Q4 | $451K | Sell |
19,738
-1,552
| -7% | -$35.4K | 0.33% | 60 |
|
|
2022
Q3 | $482K | Sell |
21,290
-4,344
| -17% | -$98.3K | 0.38% | 54 |
|
|
2022
Q2 | $614K | Sell |
25,634
-22,434
| -47% | -$537K | 0.45% | 49 |
|
|
2022
Q1 | $1.22M | Sell |
48,068
-5,414
| -10% | -$137K | 0.78% | 30 |
|
|
2021
Q4 | $1.44M | Sell |
53,482
-19,642
| -27% | -$529K | 0.89% | 30 |
|
|
2021
Q3 | $1.98M | Sell |
73,124
-7,032
| -9% | -$191K | 1.36% | 18 |
|
|
2021
Q2 | $2.19M | Sell |
80,156
-1,182
| -1% | -$32.3K | 1.7% | 17 |
|
|
2021
Q1 | $2.19M | Sell |
81,338
-2,940
| -3% | -$79.3K | 1.99% | 15 |
|
|
2020
Q4 | $2.36M | Sell |
84,278
-5,718
| -6% | -$160K | 2.14% | 13 |
|
|
2020
Q3 | $2.52M | Sell |
89,996
-3,120
| -3% | -$87.5K | 2.61% | 11 |
|
|
2020
Q2 | $2.62M | Sell |
93,116
-82
| -0.1% | -$2.31K | 3.14% | 8 |
|
|
2020
Q1 | $2.53M | Buy |
93,198
+92,902
| +31,386% | +$2.52M | 3.34% | 9 |
|
|
2019
Q4 | $2.72K | Buy |
+296
| New | +$2.72K | 2.08% | 12 |
|