Sutton Wealth Advisors’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
Q3 | $9.47K | Hold |
428
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $9.88K | Sell |
428
-6
| -1% | -$138 | ﹤0.01% | 459 |
|
|
2023
Q1 | $10.2K | Hold |
434
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $9.91K | Hold |
434
| – | – | ﹤0.01% | 947 |
|
|
2022
Q3 | $9.83K | Hold |
434
| – | – | ﹤0.01% | 891 |
|
|
2022
Q2 | $10.4K | Hold |
434
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $11K | Sell |
434
-248
| -36% | -$6.27K | ﹤0.01% | 910 |
|
|
2021
Q4 | $18.4K | Buy |
682
+178
| +35% | +$4.8K | 0.01% | 736 |
|
|
2021
Q3 | $13.7K | Sell |
504
-32
| -6% | -$868 | 0.01% | 812 |
|
|
2021
Q2 | $14.6K | Hold |
536
| – | – | 0.01% | 790 |
|
|
2021
Q1 | $14.5K | Hold |
536
| – | – | 0.01% | 770 |
|
|
2020
Q4 | $15K | Hold |
536
| – | – | 0.01% | 687 |
|
|
2020
Q3 | $15K | Hold |
536
| – | – | 0.01% | 624 |
|
|
2020
Q2 | $15.1K | Hold |
536
| – | – | 0.01% | 610 |
|
|
2020
Q1 | $14.5K | Buy |
536
+4
| +0.8% | +$109 | 0.01% | 553 |
|
|
2019
Q4 | $14.2K | Hold |
532
| – | – | 0.01% | 728 |
|
|
2019
Q3 | $14.3K | Buy |
532
+28
| +6% | +$754 | 0.01% | 694 |
|
|
2019
Q2 | $13.4K | Hold |
504
| – | – | 0.01% | 700 |
|
|
2019
Q1 | $13.1K | Buy |
504
+2
| +0.4% | +$52 | 0.01% | 715 |
|
|
2018
Q4 | $12.7K | Sell |
502
-16
| -3% | -$405 | 0.01% | 677 |
|
|
2018
Q3 | $13K | Buy |
518
+16
| +3% | +$402 | 0.01% | 736 |
|
|
2018
Q2 | $12.7K | Sell |
502
-212
| -30% | -$5.37K | 0.01% | 764 |
|
|
2018
Q1 | $18.2K | Buy |
714
+70
| +11% | +$1.79K | 0.01% | 608 |
|
|
2017
Q4 | $16.8K | Sell |
644
-76
| -11% | -$1.98K | 0.01% | 614 |
|
|
2017
Q3 | $18.9K | Sell |
720
-60
| -8% | -$1.57K | 0.01% | 569 |
|
|
2017
Q2 | $20.4K | Buy |
780
+18
| +2% | +$471 | 0.02% | 522 |
|
|
2017
Q1 | $19.8K | Hold |
762
| – | – | 0.02% | 522 |
|
|
2016
Q4 | $19.6K | Hold |
762
| – | – | 0.02% | 503 |
|
|
2016
Q3 | $20.5K | Hold |
762
| – | – | 0.02% | 452 |
|
|
2016
Q2 | $20.5K | Hold |
762
| – | – | 0.02% | 439 |
|
|
2016
Q1 | $20.2K | Buy |
+762
| New | +$20.2K | 0.02% | 438 |
|