CW
SCHZ icon

Code Waechter’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Code Waechter’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,448
Closed -$311K – 130
2025
Q1 		$311K Buy
13,448
+1,045
+8% +$24.2K 0.26% 90
2024
Q4 		$282K Buy
12,403
+6,185
+99% +$140K 0.25% 80
2024
Q3 		$295K Buy
+6,218
New +$295K 0.28% 80