Cannon Financial Strategists’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 | $236K | Hold |
10,134
| – | – | 0.04% | 91 |
|
|
2025
Q1 | $235K | Hold |
10,134
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $230K | Hold |
10,134
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $241K | Hold |
10,134
| – | – | 0.04% | 88 |
|
|
2024
Q2 | $231K | Hold |
10,134
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $233K | Hold |
10,134
| – | – | 0.05% | 83 |
|
|
2023
Q4 | $236K | Hold |
10,134
| – | – | 0.05% | 82 |
|
|
2023
Q3 | $224K | Buy |
+10,134
| New | +$224K | 0.06% | 75 |
|