Ameritas Advisory Services’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 | $204K | Buy |
+8,787
| New | +$204K | 0.01% | 732 |
|
|
2025
Q1 | – | Sell |
-9,051
| Closed | -$205K | – | 902 |
|
|
2024
Q4 | $205K | Sell |
9,051
-1,847
| -17% | -$41.9K | 0.01% | 831 |
|
|
2024
Q3 | $259K | Sell |
10,898
-2,482
| -19% | -$59K | 0.01% | 727 |
|
|
2024
Q2 | $305K | Sell |
13,380
-768
| -5% | -$17.5K | 0.01% | 720 |
|
|
2024
Q1 | $323K | Buy |
14,148
+522
| +4% | +$11.9K | 0.01% | 683 |
|
|
2023
Q4 | $317K | Sell |
13,626
-428
| -3% | -$9.94K | 0.02% | 539 |
|
|
2023
Q3 | $311K | Buy |
+14,054
| New | +$311K | 0.02% | 624 |
|
|
2023
Q2 | – | Sell |
-20,738
| Closed | -$486K | – | 2177 |
|
|
2023
Q1 | $486K | Sell |
20,738
-5,604
| -21% | -$131K | 0.02% | 483 |
|
|
2022
Q4 | $601K | Buy |
26,342
+5,428
| +26% | +$124K | 0.03% | 486 |
|
|
2022
Q3 | $474K | Buy |
20,914
+850
| +4% | +$19.3K | 0.03% | 449 |
|
|
2022
Q2 | $480K | Buy |
20,064
+482
| +2% | +$11.5K | 0.03% | 467 |
|
|
2022
Q1 | $495K | Buy |
19,582
+2,658
| +16% | +$67.2K | 0.02% | 504 |
|
|
2021
Q4 | $456K | Buy |
+16,924
| New | +$456K | 0.02% | 524 |
|