Certus Wealth Management’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 | $269K | Sell |
11,571
-693
| -6% | -$16.1K | 0.17% | 54 |
|
|
2025
Q1 | $280K | Hold |
12,264
| – | – | 0.19% | 49 |
|
|
2024
Q4 | $280K | Hold |
12,264
| – | – | 0.19% | 50 |
|
|
2024
Q3 | $291K | Hold |
12,264
| – | – | 0.2% | 46 |
|
|
2024
Q2 | $279K | Sell |
12,264
-654
| -5% | -$14.9K | 0.21% | 48 |
|
|
2024
Q1 | $292K | Sell |
12,918
-280
| -2% | -$6.32K | 0.23% | 46 |
|
|
2023
Q4 | $308K | Sell |
13,198
-88
| -0.7% | -$2.05K | 0.26% | 49 |
|
|
2023
Q3 | $294K | Hold |
13,286
| – | – | 0.28% | 49 |
|
|
2023
Q2 | $307K | Buy |
+13,286
| New | +$307K | 0.3% | 49 |
|