Bush Investment 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 | $1.88M | Sell |
80,931
-2,887
| -3% | -$67.1K | 1.26% | 18 |
|
|
2025
Q1 | $1.94M | Buy |
83,818
+2,487
| +3% | +$57.6K | 1.46% | 15 |
|
|
2024
Q4 | $1.85M | Buy |
81,331
+4,755
| +6% | +$108K | 1.44% | 13 |
|
|
2024
Q3 | $1.82M | Buy |
76,576
+2,762
| +4% | +$65.6K | 1.45% | 13 |
|
|
2024
Q2 | $1.68M | Buy |
73,814
+6,312
| +9% | +$144K | 1.44% | 12 |
|
|
2024
Q1 | $1.55M | Sell |
67,502
-364
| -0.5% | -$8.37K | 1.37% | 13 |
|
|
2023
Q4 | $1.56M | Buy |
+67,866
| New | +$1.56M | 1.45% | 11 |
|