EFG
Ethos Financial Group’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 | $597K | Sell |
25,678
-7,155
| -22% | -$166K | 0.05% | 241 |
|
|
2025
Q1 | $746K | Buy |
32,833
+1,324
| +4% | +$30.1K | 0.07% | 181 |
|
|
2024
Q4 | $715K | Sell |
31,509
-166,240
| -84% | -$3.77M | 0.09% | 125 |
|
|
2024
Q3 | $9.4M | Buy |
197,749
+8,499
| +4% | +$404K | 1.55% | 19 |
|
|
2024
Q2 | $8.63M | Buy |
189,250
+8,924
| +5% | +$407K | 1.52% | 21 |
|
|
2024
Q1 | $8.3M | Buy |
180,326
+13,266
| +8% | +$610K | 1.57% | 20 |
|
|
2023
Q4 | $7.79M | Buy |
+167,060
| New | +$7.79M | 1.66% | 18 |
|