AllSquare 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 | $2.37K | Buy |
+102
| New | +$2.37K | ﹤0.01% | 463 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$227 | – | 551 |
|
|
2024
Q4 | $227 | Hold |
10
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $238 | Hold |
10
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $228 | Hold |
10
| – | – | ﹤0.01% | 513 |
|
|
2024
Q1 | $230 | Hold |
10
| – | – | ﹤0.01% | 511 |
|
|
2023
Q4 | $233 | Hold |
10
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $221 | Hold |
10
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $231 | Hold |
10
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $235 | Buy |
+10
| New | +$235 | ﹤0.01% | 527 |
|