WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $809K | Sell |
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2019
Q1 | $2.09M | Sell |
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|
2018
Q4 | $5.82M | Sell |
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|
2018
Q3 | $6.16M | Buy |
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|
2018
Q2 | $6.14M | Sell |
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|
2018
Q1 | $6.8M | Buy |
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|
2017
Q4 | $5.11M | Buy |
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|
2017
Q3 | $4.97M | Buy |
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|
2017
Q2 | $4.87M | Buy |
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|
2017
Q1 | $4.79M | Buy |
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|
2016
Q4 | $4.72M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $7.72M | Buy |
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