WealthTrust Fairport’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
Q1 | $1M | Buy |
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|
2018
Q4 | $783K | Buy |
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|
2018
Q3 | $744K | Buy |
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|
2018
Q2 | $691K | Buy |
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|
2018
Q1 | $636K | Buy |
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|
2017
Q4 | $501K | Buy |
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|
2017
Q3 | $425K | Sell |
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|
2017
Q2 | $437K | Buy |
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|
2017
Q1 | $430K | Buy |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $350K | Buy |
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|
2016
Q2 | $314K | Buy |
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|
2016
Q1 | $247K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $202K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Buy |
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