Evolution Advisers’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 | $177K | Hold |
7,636
| – | – | 0.09% | 45 |
|
|
2025
Q1 | $176K | Hold |
7,636
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $173K | Hold |
7,636
| – | – | 0.09% | 44 |
|
|
2024
Q3 | $181K | Sell |
7,636
-2,732
| -26% | -$64.8K | 0.1% | 42 |
|
|
2024
Q2 | $236K | Buy |
10,368
+24
| +0.2% | +$546 | 0.14% | 35 |
|
|
2024
Q1 | $238K | Buy |
10,344
+20
| +0.2% | +$460 | 0.14% | 34 |
|
|
2023
Q4 | $240K | Buy |
10,324
+2,602
| +34% | +$60.5K | 0.15% | 32 |
|
|
2023
Q3 | $170K | Buy |
7,722
+86
| +1% | +$1.89K | 0.12% | 34 |
|
|
2023
Q2 | $176K | Sell |
7,636
-18
| -0.2% | -$415 | 0.12% | 37 |
|
|
2023
Q1 | $179K | Sell |
7,654
-7,970
| -51% | -$186K | 0.13% | 33 |
|
|
2022
Q4 | $356K | Buy |
+15,624
| New | +$356K | 0.28% | 25 |
|