Barrett & Company’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 | $3.21K | Hold |
138
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $3.2K | Hold |
138
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $3.13K | Hold |
138
| – | – | ﹤0.01% | 528 |
|
|
2024
Q3 | $3.28K | Hold |
138
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $3.15K | Hold |
138
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $3.17K | Hold |
138
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $3.22K | Hold |
138
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $3.05K | Hold |
138
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $3.19K | Hold |
138
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $3.24K | Hold |
138
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $3.15K | Hold |
138
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $3.15K | Buy |
+138
| New | +$3.15K | ﹤0.01% | 480 |
|