Strategic Capital Advisers’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 | $1.73M | Sell |
72,428
-660
| -0.9% | -$15.8K | 1.43% | 34 |
|
|
2022
Q1 | $1.85M | Sell |
73,088
-2,290
| -3% | -$57.9K | 1.41% | 34 |
|
|
2021
Q4 | $2.03M | Buy |
75,378
+2,082
| +3% | +$56.1K | 1.45% | 35 |
|
|
2021
Q3 | $1.99M | Buy |
73,296
+4,988
| +7% | +$135K | 1.55% | 33 |
|
|
2021
Q2 | $1.87M | Buy |
68,308
+830
| +1% | +$22.7K | 1.54% | 33 |
|
|
2021
Q1 | $1.82M | Buy |
67,478
+3,248
| +5% | +$87.6K | 1.58% | 34 |
|
|
2020
Q4 | $1.8M | Buy |
64,230
+3,258
| +5% | +$91.3K | 1.53% | 32 |
|
|
2020
Q3 | $1.71M | Buy |
60,972
+1,598
| +3% | +$44.8K | 1.6% | 33 |
|
|
2020
Q2 | $1.67M | Buy |
59,374
+2,892
| +5% | +$81.3K | 1.68% | 31 |
|
|
2020
Q1 | $1.53M | Buy |
56,482
+1,886
| +3% | +$51.2K | 1.86% | 28 |
|
|
2019
Q4 | $1.46M | Buy |
54,596
+1,444
| +3% | +$38.6K | 1.37% | 35 |
|
|
2019
Q3 | $1.43M | Buy |
53,152
+3,804
| +8% | +$102K | 1.59% | 32 |
|
|
2019
Q2 | $1.31M | Buy |
49,348
+706
| +1% | +$18.7K | 1.38% | 33 |
|
|
2019
Q1 | $1.26M | Buy |
48,642
+9,914
| +26% | +$257K | 1.36% | 34 |
|
|
2018
Q4 | $979K | Buy |
38,728
+572
| +1% | +$14.5K | 1.05% | 39 |
|
|
2018
Q3 | $959K | Buy |
38,156
+14
| +0% | +$352 | 0.68% | 41 |
|
|
2018
Q2 | $963K | Buy |
38,142
+4,378
| +13% | +$111K | 0.7% | 39 |
|
|
2018
Q1 | $879K | Hold |
33,764
| – | – | 0.87% | 42 |
|
|
2017
Q4 | $879K | Buy |
+33,764
| New | +$879K | 0.87% | 42 |
|