FF
Farnam Financial’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 | $1.45M | Sell |
62,252
-3,804
| -6% | -$88.4K | 1.3% | 22 |
|
|
2025
Q1 | $1.53M | Buy |
66,056
+235
| +0.4% | +$5.44K | 1.55% | 17 |
|
|
2024
Q4 | $1.49M | Buy |
65,821
+35,292
| +116% | +$801K | 1.56% | 16 |
|
|
2024
Q3 | $1.45M | Buy |
+30,529
| New | +$1.45M | 1.59% | 17 |
|