Csenge Advisory 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 | $1.53M | Buy |
66,669
+2,636
| +4% | +$60.5K | 0.08% | 198 |
|
|
2025
Q1 | $1.47M | Sell |
64,033
-1,162
| -2% | -$26.6K | 0.08% | 192 |
|
|
2024
Q4 | $1.48M | Sell |
65,195
-110,833
| -63% | -$2.52M | 0.08% | 201 |
|
|
2024
Q3 | $2.06M | Buy |
176,028
+120,286
| +216% | +$1.4M | 0.11% | 151 |
|
|
2024
Q2 | $1.27M | Sell |
55,742
-17,620
| -24% | -$402K | 0.07% | 205 |
|
|
2024
Q1 | $1.69M | Buy |
73,362
+11,004
| +18% | +$253K | 0.09% | 170 |
|
|
2023
Q4 | $1.45M | Buy |
62,358
+35,110
| +129% | +$818K | 0.09% | 182 |
|
|
2023
Q3 | $603K | Buy |
27,248
+2,092
| +8% | +$46.3K | 0.04% | 328 |
|
|
2023
Q2 | $581K | Buy |
25,156
+8,690
| +53% | +$201K | 0.04% | 332 |
|
|
2023
Q1 | $386K | Buy |
+16,466
| New | +$386K | 0.03% | 412 |
|
|
2022
Q4 | – | Sell |
-8,936
| Closed | -$202K | – | 652 |
|
|
2022
Q3 | $202K | Buy |
+8,936
| New | +$202K | 0.02% | 562 |
|