SWS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.92M | Sell |
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|
2020
Q3 | $1.96M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.94M | Buy |
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|
2019
Q3 | $2.71M | Sell |
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|
2019
Q2 | $3.16M | Buy |
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|
2018
Q4 | $4.03M | Sell |
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|
2018
Q3 | $4.66M | Sell |
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|
2018
Q2 | $5.2M | Sell |
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|
2018
Q1 | $6.53M | Sell |
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|
2017
Q4 | $6.67M | Buy |
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