EPG Wealth 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
Q1 | – | Sell |
-400
| Closed | -$9.08K | – | 432 |
|
|
2024
Q4 | $9.08K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $9.5K | Buy |
+400
| New | +$9.5K | ﹤0.01% | 377 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$9.2K | – | 400 |
|
|
2024
Q1 | $9.2K | Hold |
400
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $9.09K | Hold |
400
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $8.85K | Hold |
400
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $9.23K | Hold |
400
| – | – | ﹤0.01% | 360 |
|
|
2023
Q1 | $9.38K | Buy |
+400
| New | +$9.38K | ﹤0.01% | 367 |
|