Dentgroup’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
$561K Sell
24,157
-2,430
-9% -$56.5K 0.39% 61
2025
Q1
$616K Buy
26,587
+2,475
+10% +$57.3K 0.46% 55
2024
Q4
$547K Buy
24,112
+34
+0.1% +$772 0.42% 54
2024
Q3
$572K Sell
24,078
-602
-2% -$14.3K 0.43% 56
2024
Q2
$562K Sell
24,680
-2,744
-10% -$62.5K 0.45% 55
2024
Q1
$631K Buy
27,424
+1,922
+8% +$44.2K 0.52% 43
2023
Q4
$594K Buy
+25,502
New +$594K 0.53% 42