Forvis Mazars Wealth 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 | $300K | Sell |
12,892
-5,656
| -30% | -$131K | 0.01% | 350 |
|
|
2025
Q1 | $430K | Sell |
18,548
-14,677
| -44% | -$340K | 0.01% | 304 |
|
|
2024
Q4 | $754K | Sell |
33,225
-5,771
| -15% | -$131K | 0.02% | 256 |
|
|
2024
Q3 | $927K | Sell |
38,996
-1,192
| -3% | -$28.3K | 0.02% | 237 |
|
|
2024
Q2 | $916K | Buy |
40,188
+156
| +0.4% | +$3.56K | 0.02% | 217 |
|
|
2024
Q1 | $921K | Buy |
40,032
+4,470
| +13% | +$103K | 0.02% | 220 |
|
|
2023
Q4 | $829K | Buy |
35,562
+22,850
| +180% | +$533K | 0.02% | 222 |
|
|
2023
Q3 | $281K | Buy |
+12,712
| New | +$281K | 0.01% | 339 |
|