Strategic Financial Planning’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 | – | Sell |
-10,000
| Closed | -$253K | – | 35 |
|
|
2022
Q1 | $253K | Sell |
10,000
-1,804
| -15% | -$45.6K | 0.21% | 30 |
|
|
2021
Q4 | $318K | Buy |
11,804
+146
| +1% | +$3.93K | 0.23% | 30 |
|
|
2021
Q3 | $316K | Sell |
11,658
-8
| -0.1% | -$217 | 0.23% | 30 |
|
|
2021
Q2 | $318K | Sell |
11,666
-2
| -0% | -$55 | 0.23% | 30 |
|
|
2021
Q1 | $315K | Buy |
11,668
+4
| +0% | +$108 | 0.23% | 29 |
|
|
2020
Q4 | $327K | Sell |
11,664
-2
| -0% | -$56 | 0.29% | 29 |
|
|
2020
Q3 | $327K | Sell |
11,666
-2
| -0% | -$56 | 0.34% | 28 |
|
|
2020
Q2 | $328K | Sell |
11,668
-254
| -2% | -$7.14K | 0.37% | 27 |
|
|
2020
Q1 | $324K | Sell |
11,922
-3,766
| -24% | -$102K | 0.43% | 24 |
|
|
2019
Q4 | $419K | Buy |
+15,688
| New | +$419K | 0.41% | 25 |
|