EAM
Empirical Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
57,829
-8,890
| -13% | -$207K | 0.42% | 58 |
|
|
2025
Q1 | $1.55M | Buy |
66,719
+6,992
| +12% | +$162K | 0.53% | 45 |
|
|
2024
Q4 | $1.36M | Buy |
59,727
+34,494
| +137% | +$783K | 0.45% | 55 |
|
|
2024
Q3 | $1.2M | Buy |
25,233
+104
| +0.4% | +$4.94K | 0.43% | 63 |
|
|
2024
Q2 | $1.15M | Buy |
25,129
+8,342
| +50% | +$380K | 0.43% | 47 |
|
|
2024
Q1 | $772K | Buy |
16,787
+2,418
| +17% | +$111K | 0.37% | 75 |
|
|
2023
Q4 | $670K | Buy |
14,369
+5
| +0% | +$233 | 0.55% | 62 |
|
|
2023
Q3 | $635K | Buy |
14,364
+5,229
| +57% | +$231K | 0.55% | 59 |
|
|
2023
Q2 | $422K | Sell |
9,135
-28
| -0.3% | -$1.29K | 0.37% | 91 |
|
|
2023
Q1 | $430K | Buy |
9,163
+5
| +0.1% | +$235 | 0.41% | 87 |
|
|
2022
Q4 | $418K | Sell |
9,158
-17
| -0.2% | -$776 | 0.44% | 93 |
|
|
2022
Q3 | $416K | Sell |
9,175
-147
| -2% | -$6.67K | 0.45% | 90 |
|
|
2022
Q2 | $446K | Sell |
9,322
-131
| -1% | -$6.27K | 0.47% | 74 |
|
|
2022
Q1 | $478K | Buy |
9,453
+1,481
| +19% | +$74.9K | 0.45% | 78 |
|
|
2021
Q4 | $430K | Buy |
+7,972
| New | +$430K | 0.42% | 91 |
|