Ashton Thomas Private Wealth’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
$5.65M Sell
242,913
-3,882
-2% -$90.2K 0.2% 122
2025
Q1
$5.72M Buy
246,795
+76,265
+45% +$1.77M 0.22% 118
2024
Q4
$3.87M Buy
+170,530
New +$3.87M 0.15% 164
2024
Q3
Sell
-392
Closed -$8.93K 1608
2024
Q2
$8.93K Buy
+392
New +$8.93K ﹤0.01% 1363