SkyView Investment Advisors’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
Q3 | – | Sell |
-12,204
| Closed | -$282K | – | 739 |
|
|
2023
Q2 | $282K | Sell |
12,204
-740
| -6% | -$17.1K | 0.07% | 324 |
|
|
2023
Q1 | $304K | Sell |
12,944
-998
| -7% | -$23.4K | 0.07% | 308 |
|
|
2022
Q4 | $318K | Sell |
13,942
-2,634
| -16% | -$60.1K | 0.1% | 268 |
|
|
2022
Q3 | $376K | Sell |
16,576
-378
| -2% | -$8.57K | 0.11% | 267 |
|
|
2022
Q2 | $406K | Sell |
16,954
-960
| -5% | -$23K | 0.11% | 265 |
|
|
2022
Q1 | $429K | Buy |
+17,914
| New | +$429K | 0.1% | 269 |
|