Catalina Capital 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 | $860K | Sell |
37,011
-1,102
| -3% | -$25.6K | 0.57% | 40 |
|
|
2025
Q1 | $883K | Buy |
38,113
+1,259
| +3% | +$29.2K | 0.58% | 39 |
|
|
2024
Q4 | $837K | Buy |
36,854
+3,160
| +9% | +$71.7K | 0.28% | 71 |
|
|
2024
Q3 | $801K | Sell |
33,694
-2,300
| -6% | -$54.6K | 0.27% | 74 |
|
|
2024
Q2 | $820K | Buy |
35,994
+3,520
| +11% | +$80.2K | 0.31% | 64 |
|
|
2024
Q1 | $747K | Sell |
32,474
-3,840
| -11% | -$88.3K | 0.31% | 67 |
|
|
2023
Q4 | $846K | Buy |
+36,314
| New | +$846K | 0.57% | 29 |
|