Wealthcare Capital Management’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
Q1 | – | Sell |
-26
| Closed | -$1K | – | 573 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 651 |
|
|
2019
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 183 |
|
|
2019
Q2 | – | Sell |
-376
| Closed | -$10K | – | 190 |
|
|
2019
Q1 | $10K | Sell |
376
-3,588
| -91% | -$95.4K | ﹤0.01% | 156 |
|
|
2018
Q4 | $100K | Hold |
3,964
| – | – | 0.02% | 71 |
|
|
2018
Q3 | $100K | Hold |
3,964
| – | – | 0.01% | 66 |
|
|
2018
Q2 | $100K | Hold |
3,964
| – | – | 0.01% | 65 |
|
|
2018
Q1 | $101K | Hold |
3,964
| – | – | 0.01% | 64 |
|
|
2017
Q4 | $103K | Hold |
3,964
| – | – | 0.01% | 65 |
|
|
2017
Q3 | $104K | Hold |
3,964
| – | – | 0.01% | 64 |
|
|
2017
Q2 | $104K | Hold |
3,964
| – | – | 0.01% | 64 |
|
|
2017
Q1 | $103K | Hold |
3,964
| – | – | 0.01% | 64 |
|
|
2016
Q4 | $102K | Hold |
3,964
| – | – | 0.01% | 59 |
|
|
2016
Q3 | $106K | Hold |
3,964
| – | – | 0.01% | 56 |
|
|
2016
Q2 | $106K | Hold |
3,964
| – | – | 0.01% | 57 |
|
|
2016
Q1 | $105K | Hold |
3,964
| – | – | 0.01% | 59 |
|
|
2015
Q4 | $102K | Buy |
3,964
+542
| +16% | +$13.9K | 0.01% | 66 |
|
|
2015
Q3 | $89K | Hold |
3,422
| – | – | 0.01% | 70 |
|
|
2015
Q2 | $89K | Hold |
3,422
| – | – | 0.01% | 75 |
|
|
2015
Q1 | $91K | Hold |
3,422
| – | – | 0.01% | 166 |
|
|
2014
Q4 | $90K | Sell |
3,422
-1,016
| -23% | -$26.7K | 0.01% | 64 |
|
|
2014
Q3 | $115K | Hold |
4,438
| – | – | 0.02% | 53 |
|
|
2014
Q2 | $115K | Hold |
4,438
| – | – | 0.02% | 54 |
|
|
2014
Q1 | $113K | Buy |
+4,438
| New | +$113K | 0.02% | 53 |
|