Act 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
89,682
+1,936
| +2% | +$45K | 0.88% | 13 |
|
|
2025
Q1 | $2.03M | Buy |
87,746
+4,313
| +5% | +$99.9K | 0.92% | 14 |
|
|
2024
Q4 | $1.89M | Buy |
83,433
+2,845
| +4% | +$64.6K | 0.89% | 14 |
|
|
2024
Q3 | $1.91M | Buy |
+80,588
| New | +$1.91M | 0.85% | 14 |
|
|
2024
Q1 | – | Sell |
-9,500
| Closed | -$221K | – | 49 |
|
|
2023
Q4 | $221K | Buy |
+9,500
| New | +$221K | 0.12% | 35 |
|