FullCircle Wealth’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 | $2.6M | Sell |
112,161
-2,720
| -2% | -$63.2K | 0.97% | 23 |
|
|
2025
Q1 | $2.66M | Buy |
114,881
+3,143
| +3% | +$72.8K | 1.1% | 19 |
|
|
2024
Q4 | $2.55M | Sell |
111,738
-124,756
| -53% | -$2.85M | 1.04% | 21 |
|
|
2024
Q3 | $2.73M | Buy |
236,494
+134,174
| +131% | +$1.55M | 1.23% | 16 |
|
|
2024
Q2 | $2.35M | Buy |
+102,320
| New | +$2.35M | 1.15% | 18 |
|