Wealthquest’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
Q3 | – | Sell |
-12,194
| Closed | -$342K | – | 114 |
|
|
2020
Q2 | $342K | Buy |
+12,194
| New | +$342K | 0.09% | 79 |
|
|
2019
Q4 | $433K | Sell |
16,220
-3,160
| -16% | -$84.4K | 0.12% | 85 |
|
|
2019
Q3 | $521K | Sell |
19,380
-2,568
| -12% | -$69K | 0.17% | 76 |
|
|
2019
Q2 | $581K | Sell |
21,948
-2,534
| -10% | -$67.1K | 0.22% | 74 |
|
|
2019
Q1 | $635K | Buy |
24,482
+1,352
| +6% | +$35.1K | 0.24% | 67 |
|
|
2018
Q4 | $585K | Buy |
+23,130
| New | +$585K | 0.24% | 69 |
|