WT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,286
| Closed | -$225K | – | 143 |
|
|
2024
Q3 | $225K | Buy |
+19,286
| New | +$225K | 0.07% | 117 |
|
|
2020
Q3 | – | Sell |
-48,076
| Closed | -$1.35M | – | 110 |
|
|
2020
Q2 | $1.35M | Sell |
48,076
-16,086
| -25% | -$452K | 1.09% | 22 |
|
|
2020
Q1 | $1.74M | Sell |
64,162
-15,422
| -19% | -$418K | 1.83% | 14 |
|
|
2019
Q4 | $2.13M | Buy |
79,584
+8
| +0% | +$214 | 1.62% | 14 |
|
|
2019
Q3 | $2.14M | Buy |
+79,576
| New | +$2.14M | 1.86% | 12 |
|