Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,220
| Closed | -$314K | – | 81 |
|
|
2023
Q3 | $314K | Sell |
14,220
-1,234
| -8% | -$27.3K | 0.17% | 44 |
|
|
2023
Q2 | $357K | Sell |
15,454
-246
| -2% | -$5.68K | 0.19% | 43 |
|
|
2023
Q1 | $368K | Sell |
15,700
-15,246
| -49% | -$358K | 0.2% | 43 |
|
|
2022
Q4 | $706K | Buy |
+30,946
| New | +$706K | 0.4% | 32 |
|
|
2022
Q3 | – | Sell |
-14,802
| Closed | -$353K | – | 75 |
|
|
2022
Q2 | $353K | Buy |
+14,802
| New | +$353K | 0.2% | 46 |
|