West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-336,198
| Closed | -$7.84M | – | 91 |
|
|
2023
Q4 | $7.84M | Sell |
336,198
-36,714
| -10% | -$856K | 3.09% | 9 |
|
|
2023
Q3 | $8.25M | Sell |
372,912
-52,440
| -12% | -$1.16M | 3.6% | 6 |
|
|
2023
Q2 | $9.82M | Sell |
425,352
-5,704
| -1% | -$132K | 4.15% | 8 |
|
|
2023
Q1 | $10.1M | Buy |
431,056
+114,088
| +36% | +$2.68M | 4.68% | 7 |
|
|
2022
Q4 | $7.23M | Sell |
316,968
-30,770
| -9% | -$702K | 3.6% | 6 |
|
|
2022
Q3 | $7.88M | Sell |
347,738
-17,744
| -5% | -$402K | 3.99% | 6 |
|
|
2022
Q2 | $8.75M | Sell |
365,482
-90,678
| -20% | -$2.17M | 4.05% | 6 |
|
|
2022
Q1 | $11.5M | Buy |
+456,160
| New | +$11.5M | 4.58% | 5 |
|