Slow Capital’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-63,302
| Closed | -$1.69M | – | 192 |
|
2019
Q4 | $1.69M | Buy |
63,302
+1,408
| +2% | +$37.6K | 0.52% | 70 |
|
2019
Q3 | $1.67M | Buy |
61,894
+4,240
| +7% | +$114K | 0.59% | 66 |
|
2019
Q2 | $1.53M | Buy |
57,654
+4,742
| +9% | +$126K | 0.63% | 62 |
|
2019
Q1 | $1.37M | Buy |
52,912
+16,198
| +44% | +$420K | 0.55% | 72 |
|
2018
Q4 | $929K | Buy |
36,714
+264
| +0.7% | +$6.68K | 0.45% | 80 |
|
2018
Q3 | $916K | Buy |
36,450
+296
| +0.8% | +$7.44K | 0.41% | 83 |
|
2018
Q2 | $915K | Sell |
36,154
-2,062
| -5% | -$52.2K | 0.46% | 80 |
|
2018
Q1 | $975K | Buy |
38,216
+37,900
| +11,994% | +$967K | 0.44% | 83 |
|
2017
Q4 | $8K | Buy |
+316
| New | +$8K | ﹤0.01% | 177 |
|