Wayfinding Financial’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
Q1 | – | Sell |
-17,904
| Closed | -$472K | – | 124 |
|
|
2022
Q4 | $472K | Sell |
17,904
-3,184
| -15% | -$83.9K | 0.38% | 49 |
|
|
2022
Q3 | $477K | Sell |
21,088
-420
| -2% | -$9.5K | 0.45% | 37 |
|
|
2022
Q2 | $514K | Buy |
21,508
+566
| +3% | +$13.5K | 0.45% | 39 |
|
|
2022
Q1 | $500K | Buy |
20,942
+3,038
| +17% | +$72.5K | 0.42% | 41 |
|
|
2021
Q4 | $472K | Buy |
+17,904
| New | +$472K | 0.38% | 49 |
|