Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $28.8M | Buy |
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2020
Q2 | $26.7M | Buy |
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2020
Q1 | $20.3M | Sell |
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|
2019
Q4 | $21.1M | Buy |
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|
2019
Q3 | $15.7M | Buy |
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|
2019
Q2 | $14.9M | Buy |
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|
2019
Q1 | $14M | Buy |
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|
2018
Q4 | $12.6M | Buy |
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|
2018
Q3 | $9.65M | Buy |
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|
2018
Q2 | $9.39M | Buy |
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|
2018
Q1 | $9.09M | Buy |
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|
2017
Q4 | $8.13M | Buy |
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|
2017
Q3 | $8.05M | Buy |
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|
2017
Q2 | $7.54M | Buy |
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|
2017
Q1 | $6.95M | Buy |
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|
2016
Q4 | $5.83M | Buy |
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|
2016
Q3 | $5.86M | Buy |
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|
2016
Q2 | $5.72M | Buy |
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|
2016
Q1 | $5.09M | Buy |
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|
2015
Q4 | $4.8M | Buy |
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