SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $21M | Sell |
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2020
Q3 | $21.7M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $13.8M | Buy |
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|
2019
Q4 | $12.9M | Buy |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $10.3M | Buy |
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|
2018
Q4 | $9.25M | Buy |
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|
2018
Q3 | $6.2M | Sell |
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|
2018
Q2 | $7.78M | Buy |
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|
2018
Q1 | $2.67M | Sell |
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|
2017
Q4 | $3.94M | Buy |
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|
2017
Q3 | $2.67M | Buy |
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|
2017
Q2 | $2.43M | Buy |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $202K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7.19M | Sell |
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|
2014
Q4 | $7.19M | Buy |
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|
2014
Q3 | $6.42M | Buy |
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|
2014
Q2 | $5.86M | Buy |
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