Stearns Financial Services Group’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
Q3 | $11K | Sell |
386
-52
| -12% | -$1.48K | ﹤0.01% | 196 |
|
|
2020
Q2 | $12K | Buy |
438
+2
| +0.5% | +$55 | ﹤0.01% | 181 |
|
|
2020
Q1 | $12K | Sell |
436
-140
| -24% | -$3.85K | ﹤0.01% | 187 |
|
|
2019
Q4 | $15K | Sell |
576
-1,094
| -66% | -$28.5K | ﹤0.01% | 171 |
|
|
2019
Q3 | $45K | Buy |
1,670
+156
| +10% | +$4.2K | 0.01% | 151 |
|
|
2019
Q2 | $40K | Buy |
1,514
+856
| +130% | +$22.6K | 0.01% | 147 |
|
|
2019
Q1 | $17K | Buy |
658
+282
| +75% | +$7.29K | ﹤0.01% | 161 |
|
|
2018
Q4 | $10K | Sell |
376
-3,150
| -89% | -$83.8K | ﹤0.01% | 166 |
|
|
2018
Q3 | $89K | Buy |
+3,526
| New | +$89K | 0.02% | 139 |
|