Cherry Tree 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 | $1.7M | Sell |
73,285
-421
| -0.6% | -$9.78K | 0.4% | 51 |
|
|
2025
Q1 | $1.71M | Sell |
73,706
-1,628
| -2% | -$37.7K | 0.41% | 51 |
|
|
2024
Q4 | $1.71M | Sell |
75,334
-76
| -0.1% | -$1.73K | 0.42% | 48 |
|
|
2024
Q3 | $1.79M | Buy |
75,410
+2,626
| +4% | +$62.4K | 0.42% | 49 |
|
|
2024
Q2 | $1.66M | Buy |
72,784
+348
| +0.5% | +$7.93K | 0.42% | 49 |
|
|
2024
Q1 | $1.67M | Buy |
72,436
+3,986
| +6% | +$91.7K | 0.42% | 51 |
|
|
2023
Q4 | $1.6M | Sell |
68,450
-1,958
| -3% | -$45.6K | 0.43% | 48 |
|
|
2023
Q3 | $1.56M | Buy |
70,408
+13,586
| +24% | +$300K | 0.46% | 40 |
|
|
2023
Q2 | $1.31M | Buy |
+56,822
| New | +$1.31M | 0.38% | 46 |
|