SAM
Silverhawk Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $396K | Hold |
8,582
| – | – | 0.33% | 20 |
|
|
2023
Q1 | $403K | Sell |
8,582
-145
| -2% | -$6.8K | 0.33% | 19 |
|
|
2022
Q4 | $398K | Buy |
8,727
+145
| +2% | +$6.62K | 0.35% | 19 |
|
|
2022
Q3 | $389K | Hold |
8,582
| – | – | 0.39% | 18 |
|
|
2022
Q2 | $411K | Sell |
8,582
-785
| -8% | -$37.6K | 0.38% | 18 |
|
|
2022
Q1 | $474K | Sell |
9,367
-3,722
| -28% | -$188K | 0.38% | 18 |
|
|
2021
Q4 | $705K | Buy |
+13,089
| New | +$705K | 0.57% | 17 |
|