Gen-Wealth Partners’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 | $1.74M | Sell |
74,722
-14,692
| -16% | -$341K | 0.67% | 32 |
|
|
2025
Q1 | $2.07M | Buy |
89,414
+7,485
| +9% | +$173K | 0.86% | 22 |
|
|
2024
Q4 | $1.86M | Sell |
81,929
-74,157
| -48% | -$1.68M | 0.8% | 21 |
|
|
2024
Q3 | $1.8M | Buy |
156,086
+71,940
| +85% | +$831K | 0.79% | 23 |
|
|
2024
Q2 | $1.92M | Sell |
84,146
-1,498
| -2% | -$34.1K | 0.93% | 18 |
|
|
2024
Q1 | $1.97M | Buy |
+85,644
| New | +$1.97M | 0.98% | 17 |
|