Tilia Fiduciary Partners’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 |
-68
| Closed | -$1.61K | – | 543 |
|
|
2023
Q1 | $1.61K | Sell |
68
-226
| -77% | -$5.35K | ﹤0.01% | 474 |
|
|
2022
Q4 | $6.73K | Sell |
294
-346
| -54% | -$7.92K | 0.01% | 385 |
|
|
2022
Q3 | $14K | Sell |
640
-1,410
| -69% | -$30.8K | 0.01% | 336 |
|
|
2022
Q2 | $49K | Sell |
2,050
-394
| -16% | -$9.42K | 0.05% | 207 |
|
|
2022
Q1 | $62K | Buy |
2,444
+4
| +0.2% | +$101 | 0.05% | 202 |
|
|
2021
Q4 | $66K | Buy |
+2,440
| New | +$66K | 0.05% | 196 |
|