Beacon Financial Group’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 | $744K | Sell |
32,019
-929
| -3% | -$21.6K | 0.08% | 190 |
|
|
2025
Q1 | $763K | Sell |
32,948
-4,683
| -12% | -$108K | 0.08% | 180 |
|
|
2024
Q4 | $854K | Buy |
37,631
+15
| +0% | +$341 | 0.09% | 173 |
|
|
2024
Q3 | $894K | Sell |
37,616
-238
| -0.6% | -$5.66K | 0.1% | 170 |
|
|
2024
Q2 | $863K | Buy |
37,854
+2,022
| +6% | +$46.1K | 0.1% | 168 |
|
|
2024
Q1 | $824K | Sell |
35,832
-4,106
| -10% | -$94.4K | 0.09% | 173 |
|
|
2023
Q4 | $931K | Buy |
+39,938
| New | +$931K | 0.11% | 156 |
|