Successful Portfolios’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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2023
Q1 | $422K | Buy |
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|
2022
Q4 | $304K | Sell |
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2022
Q3 | $391K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $692K | Sell |
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|
2021
Q3 | $737K | Sell |
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|
2021
Q2 | $755K | Sell |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $724K | Buy |
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|
2020
Q2 | $710K | Sell |
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|
2020
Q1 | $715K | Sell |
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|
2019
Q4 | $1.44M | Sell |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.45M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.36M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.59M | Buy |
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