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 |
|