WFA
Wipfli Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10K | Buy |
+220
| New | +$10K | ﹤0.01% | 1854 |
|
|
2022
Q2 | – | Sell |
-9,190
| Closed | -$465K | – | 99 |
|
|
2022
Q1 | $465K | Sell |
9,190
-2,446
| -21% | -$124K | 0.05% | 61 |
|
|
2021
Q4 | $627K | Sell |
11,636
-999
| -8% | -$53.8K | 0.07% | 29 |
|
|
2021
Q3 | $686K | Sell |
12,635
-3,974
| -24% | -$216K | 0.09% | 23 |
|
|
2021
Q2 | $907K | Sell |
16,609
-6,815
| -29% | -$372K | 0.13% | 20 |
|
|
2021
Q1 | $1.26M | Buy |
23,424
+6,207
| +36% | +$335K | 0.69% | 8 |
|
|
2020
Q4 | $965K | Buy |
+17,217
| New | +$965K | 0.57% | 13 |
|