Blue Barn 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 | $2.38M | Sell |
102,198
-2,671
| -3% | -$62.1K | 1.12% | 21 |
|
|
2025
Q1 | $2.43M | Sell |
104,869
-15,522
| -13% | -$359K | 1.27% | 19 |
|
|
2024
Q4 | $2.73M | Buy |
120,391
+4,633
| +4% | +$105K | 1.44% | 18 |
|
|
2024
Q3 | $2.75M | Buy |
115,758
+2,912
| +3% | +$69.2K | 1.41% | 19 |
|
|
2024
Q2 | $2.57M | Buy |
112,846
+2,746
| +2% | +$62.6K | 1.43% | 19 |
|
|
2024
Q1 | $2.53M | Sell |
110,100
-650
| -0.6% | -$15K | 1.41% | 19 |
|
|
2023
Q4 | $2.58M | Buy |
110,750
+3,546
| +3% | +$82.7K | 1.53% | 15 |
|
|
2023
Q3 | $2.37M | Buy |
107,204
+5,506
| +5% | +$122K | 1.56% | 15 |
|
|
2023
Q2 | $2.35M | Sell |
101,698
-1,794
| -2% | -$41.4K | 1.52% | 15 |
|
|
2023
Q1 | $2.43M | Buy |
103,492
+7,020
| +7% | +$165K | 1.5% | 17 |
|
|
2022
Q4 | $2.2M | Sell |
96,472
-18,250
| -16% | -$417K | 1.45% | 19 |
|
|
2022
Q3 | $2.6M | Sell |
114,722
-1,748
| -2% | -$39.6K | 1.85% | 11 |
|
|
2022
Q2 | $2.79M | Sell |
116,470
-8,304
| -7% | -$199K | 2.14% | 10 |
|
|
2022
Q1 | $3.16M | Sell |
124,774
-14,438
| -10% | -$365K | 2.18% | 11 |
|
|
2021
Q4 | $3.75M | Sell |
139,212
-2,764
| -2% | -$74.5K | 2.54% | 9 |
|
|
2021
Q3 | $3.85M | Sell |
141,976
-2,472
| -2% | -$67.1K | 3.38% | 7 |
|
|
2021
Q2 | $3.94M | Buy |
+144,448
| New | +$3.94M | 4.05% | 6 |
|