Atmos Advisory’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 | $9.04K | Hold |
389
| – | – | 0.01% | 15 |
|
|
2025
Q1 | $9.01K | Buy |
389
+73
| +23% | +$1.69K | 0.01% | 15 |
|
|
2024
Q4 | $7.17K | Hold |
316
| – | – | 0.01% | 27 |
|
|
2024
Q3 | $7.51K | Hold |
316
| – | – | 0.01% | 16 |
|
|
2024
Q2 | $7.2K | Hold |
316
| – | – | 0.01% | 16 |
|
|
2024
Q1 | $7.27K | Hold |
316
| – | – | 0.01% | 16 |
|
|
2023
Q4 | $7.37K | Hold |
316
| – | – | 0.01% | 16 |
|
|
2023
Q3 | $6.99K | Sell |
316
-212
| -40% | -$4.69K | 0.01% | 15 |
|
|
2023
Q2 | $12.2K | Hold |
528
| – | – | 0.01% | 15 |
|
|
2023
Q1 | $12.4K | Sell |
528
-2,410
| -82% | -$56.5K | 0.01% | 15 |
|
|
2022
Q4 | $67.1K | Sell |
2,938
-88
| -3% | -$2.01K | 0.06% | 17 |
|
|
2022
Q3 | $69K | Sell |
3,026
-272
| -8% | -$6.2K | 0.07% | 16 |
|
|
2022
Q2 | $78K | Sell |
3,298
-222
| -6% | -$5.25K | 0.07% | 16 |
|
|
2022
Q1 | $89K | Buy |
3,520
+160
| +5% | +$4.05K | 0.07% | 16 |
|
|
2021
Q4 | $91K | Buy |
+3,360
| New | +$91K | 0.08% | 16 |
|