TRUADVICE’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
Q3 | $886K | Sell |
40,110
-7,688
| -16% | -$170K | 0.35% | 81 |
|
|
2023
Q2 | $1.08M | Sell |
47,798
-9,970
| -17% | -$226K | 0.4% | 71 |
|
|
2023
Q1 | $1.36M | Buy |
57,768
+7,406
| +15% | +$174K | 0.54% | 57 |
|
|
2022
Q4 | $1.18M | Buy |
50,362
+11,884
| +31% | +$279K | 0.62% | 39 |
|
|
2022
Q3 | $859K | Buy |
38,478
+686
| +2% | +$15.3K | 0.48% | 41 |
|
|
2022
Q2 | $925K | Sell |
37,792
-342
| -0.9% | -$8.37K | 0.49% | 44 |
|
|
2022
Q1 | $917K | Buy |
38,134
+4,096
| +12% | +$98.5K | 0.51% | 43 |
|
|
2021
Q4 | $886K | Buy |
+34,038
| New | +$886K | 0.83% | 32 |
|