TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Sell |
246
-44
| -15% | -$1.25K | ﹤0.01% | 529 |
|
|
2020
Q1 | $8K | Buy |
290
+86
| +42% | +$2.37K | ﹤0.01% | 484 |
|
|
2019
Q4 | $5K | Buy |
204
+102
| +100% | +$2.5K | ﹤0.01% | 575 |
|
|
2019
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 618 |
|
|
2019
Q2 | $3K | Buy |
102
+68
| +200% | +$2K | ﹤0.01% | 629 |
|
|
2019
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 708 |
|
|
2018
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 711 |
|
|
2018
Q3 | $1K | Buy |
34
+2
| +6% | +$59 | ﹤0.01% | 792 |
|
|
2018
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 804 |
|
|
2018
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 770 |
|
|
2017
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 882 |
|