AHL Investment 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 | $826K | Buy |
35,543
+4,300
| +14% | +$99.9K | 0.55% | 42 |
|
|
2025
Q1 | $724K | Buy |
31,243
+5,000
| +19% | +$116K | 0.5% | 44 |
|
|
2024
Q4 | $596K | Buy |
26,243
+9,545
| +57% | +$217K | 0.42% | 46 |
|
|
2024
Q3 | $397K | Buy |
16,698
+44
| +0.3% | +$1.05K | 0.27% | 54 |
|
|
2024
Q2 | $380K | Buy |
16,654
+6,630
| +66% | +$151K | 0.28% | 55 |
|
|
2024
Q1 | $231K | Hold |
10,024
| – | – | 0.18% | 63 |
|
|
2023
Q4 | $234K | Buy |
10,024
+46
| +0.5% | +$1.07K | 0.19% | 57 |
|
|
2023
Q3 | $221K | Buy |
9,978
+304
| +3% | +$6.72K | 0.2% | 58 |
|
|
2023
Q2 | $223K | Buy |
+9,674
| New | +$223K | 0.2% | 59 |
|
|
2022
Q3 | – | Sell |
-8,584
| Closed | -$205K | – | 57 |
|
|
2022
Q2 | $205K | Buy |
8,584
+22
| +0.3% | +$525 | 0.21% | 57 |
|
|
2022
Q1 | $216K | Buy |
8,562
+62
| +0.7% | +$1.56K | 0.2% | 58 |
|
|
2021
Q4 | $229K | Buy |
+8,500
| New | +$229K | 0.21% | 60 |
|