Betterment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,562
| Closed | -$275K | – | 453 |
|
|
2024
Q3 | $275K | Sell |
11,562
-31,986
| -73% | -$761K | ﹤0.01% | 382 |
|
|
2024
Q2 | $992K | Sell |
43,548
-10,814
| -20% | -$246K | ﹤0.01% | 220 |
|
|
2024
Q1 | $1.25M | Buy |
54,362
+4,456
| +9% | +$102K | ﹤0.01% | 184 |
|
|
2023
Q4 | $1.16M | Buy |
49,906
+27,296
| +121% | +$636K | ﹤0.01% | 161 |
|
|
2023
Q3 | $500K | Buy |
22,610
+8,522
| +60% | +$188K | ﹤0.01% | 214 |
|
|
2023
Q2 | $325K | Buy |
+14,088
| New | +$325K | ﹤0.01% | 241 |
|