Eley Financial 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 | $1.68M | Sell |
72,109
-1,773
| -2% | -$41.2K | 0.64% | 42 |
|
|
2025
Q1 | $1.71M | Buy |
73,882
+357
| +0.5% | +$8.28K | 0.69% | 42 |
|
|
2024
Q4 | $1.67M | Buy |
73,525
+4,247
| +6% | +$96.4K | 0.65% | 42 |
|
|
2024
Q3 | $1.65M | Sell |
69,278
-792
| -1% | -$18.8K | 0.66% | 42 |
|
|
2024
Q2 | $1.6M | Buy |
70,070
+2,358
| +3% | +$53.7K | 0.68% | 42 |
|
|
2024
Q1 | $1.56M | Buy |
67,712
+2,212
| +3% | +$50.9K | 0.67% | 42 |
|
|
2023
Q4 | $1.53M | Sell |
65,500
-6,034
| -8% | -$141K | 0.72% | 40 |
|
|
2023
Q3 | $1.58M | Buy |
71,534
+1,016
| +1% | +$22.5K | 0.81% | 38 |
|
|
2023
Q2 | $1.63M | Buy |
70,518
+670
| +1% | +$15.5K | 0.79% | 40 |
|
|
2023
Q1 | $1.64M | Sell |
69,848
-2,578
| -4% | -$60.5K | 0.85% | 38 |
|
|
2022
Q4 | $1.65M | Buy |
+72,426
| New | +$1.65M | 0.89% | 38 |
|