Clearstead Advisors’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 | $77.8K | Buy |
3,348
+391
| +13% | +$9.09K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $68.5K | Buy |
2,957
+12
| +0.4% | +$278 | ﹤0.01% | 1088 |
|
|
2024
Q4 | $66.8K | Buy |
2,945
+21
| +0.7% | +$477 | ﹤0.01% | 1103 |
|
|
2024
Q3 | $69.5K | Buy |
2,924
+12
| +0.4% | +$285 | ﹤0.01% | 1126 |
|
|
2024
Q2 | $66.4K | Buy |
2,912
+6
| +0.2% | +$137 | ﹤0.01% | 1096 |
|
|
2024
Q1 | $65.7K | Buy |
2,906
+16
| +0.6% | +$362 | ﹤0.01% | 704 |
|
|
2023
Q4 | $67.4K | Sell |
2,890
-3,286
| -53% | -$76.6K | ﹤0.01% | 670 |
|
|
2023
Q3 | $137K | Buy |
6,176
+2,606
| +73% | +$57.6K | ﹤0.01% | 657 |
|
|
2023
Q2 | $82.4K | Buy |
3,570
+12
| +0.3% | +$277 | 0.01% | 620 |
|
|
2023
Q1 | $83.5K | Buy |
3,558
+8
| +0.2% | +$188 | 0.01% | 542 |
|
|
2022
Q4 | $81K | Sell |
3,550
-338
| -9% | -$7.72K | 0.01% | 538 |
|
|
2022
Q3 | $88K | Buy |
3,888
+1,096
| +39% | +$24.8K | 0.01% | 501 |
|
|
2022
Q2 | $67K | Sell |
2,792
-228
| -8% | -$5.47K | 0.01% | 565 |
|
|
2022
Q1 | $76K | Buy |
3,020
+228
| +8% | +$5.74K | 0.01% | 596 |
|
|
2021
Q4 | $75K | Sell |
2,792
-156
| -5% | -$4.19K | 0.01% | 584 |
|
|
2021
Q3 | $80K | Buy |
2,948
+2,228
| +309% | +$60.5K | 0.01% | 529 |
|
|
2021
Q2 | $20K | Hold |
720
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $19K | Hold |
720
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $20K | Buy |
720
+350
| +95% | +$9.72K | ﹤0.01% | 635 |
|
|
2020
Q3 | $10K | Sell |
370
-18
| -5% | -$486 | ﹤0.01% | 667 |
|
|
2020
Q2 | $11K | Sell |
388
-264
| -40% | -$7.49K | ﹤0.01% | 596 |
|
|
2020
Q1 | $18K | Buy |
+652
| New | +$18K | ﹤0.01% | 512 |
|