Christensen King & Associates Investment Services’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 | $11.6M | Buy |
497,739
+3
| +0% | +$70 | 5.3% | 5 |
|
|
2025
Q1 | $11.5M | Sell |
497,736
-358
| -0.1% | -$8.26K | 5.45% | 5 |
|
|
2024
Q4 | $11.3M | Sell |
498,094
-3,062
| -0.6% | -$69.4K | 5.29% | 5 |
|
|
2024
Q3 | $11.9M | Sell |
501,156
-2,484
| -0.5% | -$59K | 5.6% | 4 |
|
|
2024
Q2 | $11.5M | Sell |
503,640
-106
| -0% | -$2.42K | 5.66% | 5 |
|
|
2024
Q1 | $11.6M | Buy |
503,746
+5,108
| +1% | +$117K | 5.79% | 4 |
|
|
2023
Q4 | $11.6M | Buy |
+498,638
| New | +$11.6M | 6.22% | 4 |
|