Fermata Advisors’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 | $378K | Sell |
16,252
-2,170
| -12% | -$50.4K | 0.1% | 154 |
|
|
2025
Q1 | $427K | Hold |
18,422
| – | – | 0.08% | 175 |
|
|
2024
Q4 | $418K | Sell |
18,422
-3,186
| -15% | -$72.3K | 0.08% | 162 |
|
|
2024
Q3 | $513K | Buy |
21,608
+3,906
| +22% | +$92.8K | 0.1% | 117 |
|
|
2024
Q2 | $403K | Sell |
17,702
-894
| -5% | -$20.4K | 0.09% | 132 |
|
|
2024
Q1 | $428K | Buy |
18,596
+4,768
| +34% | +$110K | 0.1% | 117 |
|
|
2023
Q4 | $322K | Buy |
+13,828
| New | +$322K | 0.08% | 124 |
|