Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,104
| Closed | -$230K | – | 59 |
|
|
2022
Q1 | $230K | Buy |
9,104
+34
| +0.4% | +$859 | 0.07% | 57 |
|
|
2021
Q4 | $244K | Buy |
9,070
+62
| +0.7% | +$1.67K | 0.1% | 53 |
|
|
2021
Q3 | $244K | Buy |
9,008
+32
| +0.4% | +$867 | 0.07% | 54 |
|
|
2021
Q2 | $246K | Buy |
8,976
+204
| +2% | +$5.59K | 0.07% | 55 |
|
|
2021
Q1 | $237K | Buy |
8,772
+16
| +0.2% | +$432 | 0.08% | 54 |
|
|
2020
Q4 | $245K | Buy |
8,756
+134
| +2% | +$3.75K | 0.09% | 54 |
|
|
2020
Q3 | $242K | Buy |
8,622
+22
| +0.3% | +$617 | 0.09% | 50 |
|
|
2020
Q2 | $242K | Sell |
8,600
-108
| -1% | -$3.04K | 0.05% | 53 |
|
|
2020
Q1 | $236K | Buy |
8,708
+40
| +0.5% | +$1.08K | 0.05% | 54 |
|
|
2019
Q4 | $232K | Buy |
+8,668
| New | +$232K | 0.04% | 55 |
|