Bowman & 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 | $440K | Sell |
18,936
-623
| -3% | -$14.5K | 0.2% | 84 |
|
|
2025
Q1 | $453K | Sell |
19,559
-24,712
| -56% | -$572K | 0.22% | 79 |
|
|
2024
Q4 | $1.01M | Sell |
44,271
-695
| -2% | -$15.8K | 0.52% | 57 |
|
|
2024
Q3 | $1.07M | Buy |
44,966
+276
| +0.6% | +$6.56K | 0.56% | 55 |
|
|
2024
Q2 | $1.02M | Sell |
44,690
-8,276
| -16% | -$189K | 0.59% | 48 |
|
|
2024
Q1 | $1.22M | Buy |
52,966
+724
| +1% | +$16.7K | 0.74% | 39 |
|
|
2023
Q4 | $1.22M | Sell |
52,242
-1,308
| -2% | -$30.5K | 0.85% | 33 |
|
|
2023
Q3 | $1.18M | Buy |
53,550
+10,956
| +26% | +$242K | 0.94% | 27 |
|
|
2023
Q2 | $983K | Buy |
42,594
+1,072
| +3% | +$24.7K | 0.74% | 32 |
|
|
2023
Q1 | $974K | Buy |
41,522
+8,070
| +24% | +$189K | 0.71% | 32 |
|
|
2022
Q4 | $764K | Buy |
33,452
+11,054
| +49% | +$252K | 0.59% | 35 |
|
|
2022
Q3 | $507K | Buy |
22,398
+12,156
| +119% | +$275K | 0.46% | 46 |
|
|
2022
Q2 | $245K | Buy |
+10,242
| New | +$245K | 0.21% | 73 |
|