Teamwork Financial 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
Q4 | – | Sell |
-50,426
| Closed | -$1.12M | – | 219 |
|
|
2023
Q3 | $1.12M | Buy |
50,426
+996
| +2% | +$22K | 0.18% | 77 |
|
|
2023
Q2 | $1.14M | Sell |
49,430
-54,368
| -52% | -$1.25M | 0.19% | 77 |
|
|
2023
Q1 | $2.43M | Buy |
103,798
+74,846
| +259% | +$1.76M | 0.45% | 44 |
|
|
2022
Q4 | $661K | Sell |
28,952
-9,686
| -25% | -$221K | 0.13% | 101 |
|
|
2022
Q3 | $875K | Sell |
38,638
-17,462
| -31% | -$395K | 0.19% | 78 |
|
|
2022
Q2 | $1.34M | Buy |
56,100
+2,300
| +4% | +$55.1K | 0.29% | 65 |
|
|
2022
Q1 | $1.36M | Buy |
+53,800
| New | +$1.36M | 0.25% | 76 |
|