SCM
Stordahl Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,454
| Closed | -$362K | – | 48 |
|
|
2020
Q4 | $362K | Buy |
6,454
+36
| +0.6% | +$2.02K | 0.16% | 34 |
|
|
2020
Q3 | $360K | Buy |
6,418
+198
| +3% | +$11.1K | 0.19% | 34 |
|
|
2020
Q2 | $350K | Buy |
6,220
+541
| +10% | +$30.4K | 0.19% | 33 |
|
|
2020
Q1 | $310K | Buy |
5,679
+226
| +4% | +$12.3K | 0.19% | 34 |
|
|
2019
Q4 | $291K | Buy |
5,453
+94
| +2% | +$5.02K | 0.12% | 37 |
|
|
2019
Q3 | $289K | Hold |
5,359
| – | – | 0.12% | 38 |
|
|
2019
Q2 | $283K | Hold |
5,359
| – | – | 0.11% | 41 |
|
|
2019
Q1 | $276K | Buy |
+5,359
| New | +$276K | 0.11% | 42 |
|