Costello Asset 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 | $12.8K | Buy |
551
+4
| +0.7% | +$93 | ﹤0.01% | 444 |
|
|
2025
Q1 | $12.7K | Buy |
+547
| New | +$12.7K | 0.01% | 427 |
|
|
2021
Q1 | – | Sell |
-714
| Closed | -$20K | – | 262 |
|
|
2020
Q4 | $20K | Hold |
714
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $20K | Hold |
714
| – | – | 0.02% | 130 |
|
|
2020
Q2 | $20K | Buy |
+714
| New | +$20K | 0.02% | 123 |
|