FFG Retirement 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 | $9.55M | Sell |
411,030
-181,916
| -31% | -$4.23M | 5.98% | 2 |
|
|
2025
Q1 | $13.7M | Buy |
592,946
+6,258
| +1% | +$145K | 9.35% | 1 |
|
|
2024
Q4 | $13.3M | Buy |
586,688
+15,178
| +3% | +$345K | 8.7% | 3 |
|
|
2024
Q3 | $13.6M | Buy |
571,510
+69,618
| +14% | +$1.65M | 8.84% | 2 |
|
|
2024
Q2 | $11.4M | Buy |
501,892
+13,634
| +3% | +$311K | 7.97% | 2 |
|
|
2024
Q1 | $11.2M | Buy |
+488,258
| New | +$11.2M | 7.91% | 2 |
|
|
2023
Q4 | – | Sell |
-525,536
| Closed | -$11.6M | – | 47 |
|
|
2023
Q3 | $11.6M | Sell |
525,536
-69,792
| -12% | -$1.54M | 9.64% | 2 |
|
|
2023
Q2 | $13.7M | Buy |
595,328
+97,256
| +20% | +$2.24M | 11% | 1 |
|
|
2023
Q1 | $11.7M | Buy |
498,072
+222,578
| +81% | +$5.22M | 10% | 1 |
|
|
2022
Q4 | $6.29M | Buy |
+275,494
| New | +$6.29M | 5.74% | 5 |
|