Empower Advisory Group’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 | $912K | Hold |
39,228
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $909K | Hold |
39,228
| – | – | ﹤0.01% | 241 |
|
|
2024
Q4 | $890K | Sell |
39,228
-58
| -0.1% | -$1.32K | ﹤0.01% | 250 |
|
|
2024
Q3 | $933K | Buy |
39,286
+16
| +0% | +$380 | ﹤0.01% | 239 |
|
|
2024
Q2 | $895K | Sell |
39,270
-20
| -0.1% | -$456 | ﹤0.01% | 235 |
|
|
2024
Q1 | $904K | Buy |
39,290
+62
| +0.2% | +$1.43K | ﹤0.01% | 235 |
|
|
2023
Q4 | $914K | Sell |
39,228
-44
| -0.1% | -$1.03K | ﹤0.01% | 240 |
|
|
2023
Q3 | $869K | Sell |
39,272
-4,068
| -9% | -$90K | ﹤0.01% | 237 |
|
|
2023
Q2 | $1M | Buy |
43,340
+4,010
| +10% | +$92.6K | ﹤0.01% | 237 |
|
|
2023
Q1 | $924K | Buy |
+39,330
| New | +$924K | ﹤0.01% | 246 |
|