Cooper Financial Group’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 | $414K | Sell |
17,818
-82,460
| -82% | -$1.92M | 0.05% | 259 |
|
|
2025
Q1 | $2.32M | Buy |
100,278
+10,860
| +12% | +$252K | 0.31% | 63 |
|
|
2024
Q4 | $2.03M | Buy |
89,418
+39,484
| +79% | +$896K | 0.24% | 75 |
|
|
2024
Q3 | $1.19M | Buy |
49,934
+15,176
| +44% | +$361K | 0.15% | 113 |
|
|
2024
Q2 | $792K | Buy |
34,758
+4,132
| +13% | +$94.2K | 0.12% | 158 |
|
|
2024
Q1 | $704K | Buy |
30,626
+468
| +2% | +$10.8K | 0.12% | 164 |
|
|
2023
Q4 | $703K | Buy |
30,158
+4,332
| +17% | +$101K | 0.13% | 151 |
|
|
2023
Q3 | $571K | Sell |
25,826
-6,316
| -20% | -$140K | 0.14% | 170 |
|
|
2023
Q2 | $742K | Buy |
32,142
+836
| +3% | +$19.3K | 0.18% | 130 |
|
|
2023
Q1 | $734K | Buy |
31,306
+498
| +2% | +$11.7K | 0.2% | 126 |
|
|
2022
Q4 | $703K | Sell |
30,808
-470
| -2% | -$10.7K | 0.21% | 113 |
|
|
2022
Q3 | $709K | Buy |
31,278
+2,036
| +7% | +$46.2K | 0.26% | 99 |
|
|
2022
Q2 | $700K | Buy |
29,242
+1,380
| +5% | +$33K | 0.25% | 99 |
|
|
2022
Q1 | $704K | Buy |
+27,862
| New | +$704K | 0.27% | 86 |
|