Wade Financial Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $820K | Sell |
|
|||||
|
2022
Q3 | $845K | Sell |
|
|||||
|
2022
Q2 | $994K | Sell |
|
|||||
|
2022
Q1 | $1.06M | Buy |
|
|||||
|
2021
Q4 | $771K | Buy |
|
|||||
|
2021
Q3 | $757K | Sell |
|
|||||
|
2021
Q2 | $792K | Sell |
|
|||||
|
2021
Q1 | $820K | Sell |
|
|||||
|
2020
Q4 | $854K | Sell |
|
|||||
|
2020
Q3 | $1M | Buy |
|
|||||
|
2020
Q2 | $1M | Sell |
|
|||||
|
2020
Q1 | $994K | Buy |
|
|||||
|
2019
Q4 | $849K | Buy |
|