Tevis Investment Management’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
Q2 | – | Sell |
-8,754
| Closed | -$205K | – | 93 |
|
|
2023
Q1 | $205K | Buy |
+8,754
| New | +$205K | 0.21% | 83 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | – | – | 464 |
|
|
2022
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-5,572
| Closed | -$152K | – | 510 |
|
|
2021
Q4 | $152K | Buy |
+5,572
| New | +$152K | 0.13% | 123 |
|