Clear Creek Financial 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 | $780K | Sell |
33,578
-35,706
| -52% | -$830K | 0.07% | 271 |
|
|
2025
Q1 | $1.6M | Buy |
69,284
+3,775
| +6% | +$87.4K | 0.17% | 128 |
|
|
2024
Q4 | $1.49M | Buy |
65,509
+4,397
| +7% | +$99.8K | 0.16% | 129 |
|
|
2024
Q3 | $1.45M | Buy |
61,112
+7,738
| +14% | +$184K | 0.16% | 121 |
|
|
2024
Q2 | $1.22M | Sell |
53,374
-2,412
| -4% | -$55K | 0.15% | 133 |
|
|
2024
Q1 | $1.28M | Buy |
55,786
+1,082
| +2% | +$24.9K | 0.16% | 118 |
|
|
2023
Q4 | $1.28M | Buy |
54,704
+38,492
| +237% | +$897K | 0.2% | 94 |
|
|
2023
Q3 | $359K | Buy |
16,212
+2,512
| +18% | +$55.6K | 0.06% | 212 |
|
|
2023
Q2 | $316K | Buy |
+13,700
| New | +$316K | 0.05% | 236 |
|