Willow Creek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,178
| Closed | -$597K | – | 88 |
|
|
2019
Q3 | $597K | Buy |
22,178
+144
| +0.7% | +$3.88K | 0.28% | 32 |
|
|
2019
Q2 | $584K | Buy |
22,034
+152
| +0.7% | +$4.03K | 0.28% | 32 |
|
|
2019
Q1 | $568K | Buy |
21,882
+182
| +0.8% | +$4.72K | 0.29% | 34 |
|
|
2018
Q4 | $549K | Buy |
21,700
+194
| +0.9% | +$4.91K | 0.29% | 30 |
|
|
2018
Q3 | $540K | Buy |
21,506
+194
| +0.9% | +$4.87K | 0.3% | 32 |
|
|
2018
Q2 | $540K | Buy |
21,312
+230
| +1% | +$5.83K | 0.3% | 30 |
|
|
2018
Q1 | $538K | Buy |
+21,082
| New | +$538K | 0.29% | 32 |
|