Stokes Family Office’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 |
-15,316
| Closed | -$353K | – | 357 |
|
|
2023
Q2 | $353K | Sell |
15,316
-1,150
| -7% | -$26.5K | 0.04% | 217 |
|
|
2023
Q1 | $386K | Buy |
16,466
+5,348
| +48% | +$125K | 0.05% | 198 |
|
|
2022
Q4 | $254K | Sell |
11,118
-16,746
| -60% | -$382K | 0.03% | 233 |
|
|
2022
Q3 | $631K | Sell |
27,864
-18,974
| -41% | -$430K | 0.09% | 137 |
|
|
2022
Q2 | $1.12M | Buy |
46,838
+23,734
| +103% | +$568K | 0.15% | 102 |
|
|
2022
Q1 | $584K | Buy |
+23,104
| New | +$584K | 0.08% | 152 |
|