DHJJ Financial Advisors’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 | $35.7K | Buy |
1,535
+9
| +0.6% | +$209 | 0.01% | 395 |
|
|
2025
Q1 | $35.3K | Sell |
1,526
-105
| -6% | -$2.43K | 0.01% | 358 |
|
|
2024
Q4 | $37K | Buy |
1,631
+9
| +0.6% | +$204 | 0.01% | 346 |
|
|
2024
Q3 | $38.5K | Sell |
1,622
-280
| -15% | -$6.65K | 0.02% | 341 |
|
|
2024
Q2 | $43.3K | Buy |
1,902
+10
| +0.5% | +$228 | 0.02% | 294 |
|
|
2024
Q1 | $43.5K | Buy |
1,892
+6
| +0.3% | +$138 | 0.02% | 279 |
|
|
2023
Q4 | $44K | Buy |
1,886
+12
| +0.6% | +$280 | 0.02% | 263 |
|
|
2023
Q3 | $41.5K | Buy |
+1,874
| New | +$41.5K | 0.02% | 266 |
|